Steve Hartel, Financial Planner

Current

Financial Planner at Trilogy Financial Services

Past

Director I: Relationship and Implementation Project Mgr at Fidelity Family Office Services
Consultant - Advent Software & Investment Mgmt at Investors Capital & Eastern Point Advisors
Director of Investment Management Services, Registered Investment Advisor (RIA) at Koesten Hirschmann & Crabtree, Inc.

see less...

Education

Merrimack College
University of Denver

Recommended

3 people have recommended Steve

Connections

220 connections

Industry

Financial Services

Steve Hartel, Financial Planner’s Summary

Over 10 years of experience in the financial services industry.

I take the time to really listen to my clients and learn about their lives so that I can make meaningful recommendations to get their financial affairs in order.

Steve Hartel, Financial Planner’s Specialties:

I specialize in teaching business owners and families how to reduce their taxes, shelter more income, provide smarter insurance coverage, pay for college more affordably, invest more efficiently, and reach more of their financial goals.

Steve Hartel, Financial Planner’s Experience

Financial Planner

Trilogy Financial Services

(Privately Held; Financial Services industry)

October 2009 — Present (2 months)

Most so-called "financial advisors" just look at your investments, but that's only one piece of a good financial plan. I use a more holistic approach to help you achieve true financial independence. I define that as being the point where work becomes optional and retirement is affordable. Trilogy does not provide any products, so I can be 100% unbiased in my advice. Isn't it time you got your financial house in order?
Director I: Relationship and Implementation Project Mgr

Fidelity Family Office Services

(Privately Held; FMR; Financial Services industry)

March 2005 — November 2008 (3 years 9 months)

FFOS provides tools and services for use by family offices for managing the finances of their ultra-high net worth clients.

* Coordinated a host of Fidelity resources to emphasize total client relationships, resulting in outstanding client satisfaction.
* Balanced multiple projects and competing priorities in order to effectively minimize risk for both Fidelity and the clients, while maintaining appropriate budgets and schedules.
* Managed external vendor relationships, and developed critical internal policies and procedures for interacting with those vendors, resulting in smoother operations.
* Created and delivered training programs for both employees and clients. Internal programs raised employee understanding of key topics like alternative assets, while external programs ensured comprehensive understanding and rapid adoption of our platform by clients.
* Acted as consultant for Advent portfolio management software issues.
Consultant - Advent Software & Investment Mgmt

Investors Capital & Eastern Point Advisors

(Public Company; 11-50 employees; Financial Services industry)

January 2004 — December 2004 (1 year )

Responsible for providing counsel in the areas of mutual fund research, asset allocation, portfolio management theory, economic trend analysis, developing a customer-focused attitude, training, internal team building, and implementing Advent portfolio management software.

* Successfully resurrected their previously failed implementation of Advent Axys portfolio management software.
* Mentored a young team of employees who were new to professional investment management.
Director of Investment Management Services, Registered Investment Advisor (RIA)

Koesten Hirschmann & Crabtree, Inc.

(Privately Held; 1-10 employees; Investment Management industry)

1998 — 2003 (5 years )

Responsible for remotely managing 80 fee-based client portfolios totaling $45 Million of assets under management. Supervised analytical and clerical staff.

* Emphasized client relationship and education, resulting in exceptional (98%) client retention.
* Successfully centralized the firm’s investment management function, thereby eliminating widespread duplication of efforts and freeing up 30% of each sales person’s time.
* Created, documented, and employed new processes for research and recommendations.
* Developed written Investment Policy Statements for every managed client.
* Researched, acquired, and implemented new portfolio management software (Advent Axys).

Steve Hartel, Financial Planner’s Education

Merrimack College

CFP in progress , Financial Planning , 2009 — 2011 (expected)
University of Denver

MBA , Finance

Activities and Societies:

Graduate Resident Dorm Director, active in intramural sports, owned an on-campus restaurant for 3 yrs.

Additional Information

Steve Hartel, Financial Planner’s Groups:

Corporator for Stoneham Savings Bank, Member of Boston Security Analysts Society (BSAS), Member of Financial Executives Networking Group (FENG), Stand & Deliver mentoring program for high school kids, NRA Training Counselor and certified instructor.