Stephen Wilbur, Cfp® Email and Phone Number
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.
Cambient Family Office
View- Website:
- cambient.com
- Employees:
- 2
-
Portfolio ManagerCambient Family OfficeGrand Rapids, Mi, Us -
Family Office - Portfolio ManagerGreenleaf Trust Jul 2022 - PresentGrand Rapids, Michigan, United StatesResponsible for the coordination and oversight of investment advisory services, portfolio construction, and monitoring as well as comprehensive multi-generational wealth planning. -
Wealth Management AssociateGreenleaf Trust Jan 2021 - Jul 2022Grand Rapids Metropolitan AreaSupporting 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
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Computer Science
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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