Stephen Volpe

Stephen Volpe is a veteran executive with nearly 30 years of experience in the financial services industry, currently serving as an Account Executive at Osaic since November 2018. Formerly an Investment Executive at Infinex Financial Group and Royal Alliance Associates, Stephen has demonstrated expertise in managing financial portfolios, analyzing financial and retirement planning, and providing investment recommendations. Stephen's background includes a significant role as SVP of Investment Services at Santander Bank, focusing on comprehensive financial advice including stocks, bonds, mutual funds, and insurance products. Stephen holds two Bachelor's degrees in Economics from the University of Rhode Island.