Stephen Angelis

Managing Partner

Office: (614) 230-0402
Mobile: (614) 906-4212
Email: Steve@angeliswealth.com

As the Founder and Managing Partner of Angelis Wealth Group, Inc., Steve is responsible for the day-to-day client experience at his firm, a responsibility he takes very seriously. His experience leading investment firms over the past 30 years has provided him with a unique understanding of the needs of HNW families, how to navigate large sums of money in the global markets and lastly, as a leader, he understands that the design and execution of customized strategies is crucial to his clients long-term success.

 

Before founding the firm, Steve held executive leadership positions responsible for the his firm's: HNW Group, Trust, Financial Planning, Tax and the Investment Management teams that oversaw billions of dollars of client assets.

 

He has served as a board member for: Tompkins Financial Advisors, NCF Financial Services, The Peer Group Advisory Board and INVEST Financial Corp. and as a committee/council member at: LPL Financial, National Commerce Financial Corp., Nationwide Financial Corp. and Tompkins Financial Advisors.

 

Steve has a B.S from the University of Nevada, Las Vegas and lives in Upper Arlington Ohio with his wife and three daughters. His spare time is spent with family and, on rare occasion, traveling and playing tennis.