Steve Ragonese

 

Steve Ragonese,

Client Service Associate

 

Steve Ragonese is a Client Service Associate at Chapin Hill Advisors, Inc. where he works closely with the advisory team in addressing clients’ needs. Steve participates in client meetings, helps prepare client portfolio reviews, inputs data for financial plans and assists clients with requests on operational issues. He also works with the team to execute daily account maintenance and operations for the firm’s high net worth clients.

 

Prior to joining Chapin Hill, Steve interned at Moore Capital Management, LLC for three years in New York assisting with debt and equity reconciliations, distributed performance reports to Portfolio Managers, and analyzed reports for efficient transactions.

 

At Tufts, Steve was a member of the Delta Upsilon Fraternity, chaired the Inner Greek Council, and played Varsity Baseball for four years, earning many awards for his achievements.

 

Steve graduated in May 2008 with a BA in Economics from Tufts University where he received an award for “Most Outstanding Athlete 2008”.  Steve lives in Ridgewood, NJ with his family.

Securities offered through LPL Financial Services
Member FINRA / SIPC

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