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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. |