AeroLeads people directory · profile
Stephen Wilbur, Cfp® Email & Phone Number
Portfolio Manager
at
Cambient Family Office
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager
Location
Grand Rapids, Michigan, United States
Company size
Who is Stephen Wilbur, Cfp®? Overview
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Quick answer
Stephen Wilbur, Cfp® is listed as Portfolio Manager at Cambient Family Office, a with 2 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Stephen Wilbur, Cfp®.
Stephen Wilbur, Cfp® previously worked as Family Office - Portfolio Manager at Greenleaf Trust and Wealth Management Associate at Greenleaf Trust. Stephen Wilbur, Cfp® holds Bachelor Of Business (Finance & Operations), Computer Science from Hope College.
Company email context
Email format at Cambient Family Office
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Cambient Family Office
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Profile bio
About Stephen Wilbur, Cfp®
As part of the Family Office at Greenleaf Trust, I am responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning. I earned my bachelor’s degree in business, with an emphasis in finance and operations from Hope College.
Current workplace
Stephen Wilbur, Cfp®'s current company
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Cambient Family Office
3 roles
Stephen Wilbur, Cfp® work experience
A career timeline built from the work history available for this profile.
Family Office - Portfolio Manager
CurrentResponsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning.
Jul 2022 - Present
Wealth Management Associate
Supporting the wealth management and family office team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios.
Jan 2021 - Jul 2022
1 education record
Stephen Wilbur, Cfp® education
FAQ
Frequently asked questions about Stephen Wilbur, Cfp®
Quick answers generated from the profile data available on this page.
What company does Stephen Wilbur, Cfp® work for?
Stephen Wilbur, Cfp® works for Cambient Family Office.
What is Stephen Wilbur, Cfp®'s role at Cambient Family Office?
Stephen Wilbur, Cfp® is listed as Portfolio Manager at Cambient Family Office.
Where is Stephen Wilbur, Cfp® based?
Stephen Wilbur, Cfp® is based in Grand Rapids, Michigan, United States while working with Cambient Family Office.
What companies has Stephen Wilbur, Cfp® worked for?
Stephen Wilbur, Cfp® has worked for Cambient Family Office and Greenleaf Trust.
How can I contact Stephen Wilbur, Cfp®?
You can use AeroLeads to view verified contact signals for Stephen Wilbur, Cfp® at Cambient Family Office, including work email, phone, and LinkedIn data when available.
What schools did Stephen Wilbur, Cfp® attend?
Stephen Wilbur, Cfp® holds Bachelor Of Business (Finance & Operations), Computer Science from Hope College.
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