Stephen Wilbur, Cfp®

Stephen Wilbur, Cfp® Email and Phone Number

Portfolio Manager @ Cambient Family Office
Grand Rapids, MI, US
Stephen Wilbur, Cfp®'s Location
Grand Rapids, Michigan, United States, United States
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.

Stephen Wilbur, Cfp®'s Current Company Details
Cambient Family Office

Cambient Family Office

View
Portfolio Manager
Grand Rapids, MI, US
Website:
cambient.com
Employees:
2
Stephen Wilbur, Cfp® Work Experience Details
  • Cambient Family Office
    Portfolio Manager
    Cambient Family Office
    Grand Rapids, Mi, Us
  • Greenleaf Trust
    Family Office - Portfolio Manager
    Greenleaf Trust Jul 2022 - Present
    Grand Rapids, Michigan, United States
    Responsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning.
  • Greenleaf Trust
    Wealth Management Associate
    Greenleaf Trust Jan 2021 - Jul 2022
    Grand Rapids Metropolitan Area
    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.

Stephen Wilbur, Cfp® Education Details

Frequently Asked Questions about Stephen Wilbur, Cfp®

What company does Stephen Wilbur, Cfp® work for?

Stephen Wilbur, Cfp® works for Cambient Family Office

What is Stephen Wilbur, Cfp®'s role at the current company?

Stephen Wilbur, Cfp®'s current role is Portfolio Manager.

What schools did Stephen Wilbur, Cfp® attend?

Stephen Wilbur, Cfp® attended Hope College.

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