Stephen P. Tosha

Stephen Tosha is enjoying his current career path, as a certified and fully qualified portfolio manager capable of building wealth for nearly anyone. Among his most appreciative clients includes individuals and families, foundations, non-profits, same-sex couples and businesses who express an interest in goal-based wealth management. Besides providing traditional advice and guidance, Stephen Tosha can help clients pursue their objectives by employing his own personalized strategies, always based n the client’s needs or goals, or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, or even a number of third-party investment strategies.