Stefan Hermann

As a Beacon Pointe Regional Director, Stefan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in New York and Connecticut. With over twenty-five years of industry experience, Stefan has worked in various wealth management and financial advisory roles at firms including Beacon Trust, Fisher Investments, Gruntal & Co., and Lehman Brothers. Stefan earned a Bachelor of Science in Business Administration with a concentration in Finance from Boston University.