Investment Associate

Stefano joined Mozaic, LLC in 2017. Prior to joining Mozaic, Stefano worked as an Associate for BNY Mellon Wealth Management where he supported a team of Directors in their efforts to build a client base of high net worth individuals. Stefano graduated from UCLA in 2015 with a B.A. in Political Science. Stefano is a Chartered Financial Analyst (CFA) Level I candidate.

In his spare time, Stefano enjoys remaining active and enjoys a variety of physical activities from boxing to pick-up basketball. He frequently visits his family located in his hometown of San Diego, and enjoys traveling whenever he can.

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