Leadership Consultant, Executive Coach & Co-Head of Financial Services Practice

Stephen joins Seven Stones Leadership as a seasoned business leader, coach, and consultant specializing in financial services. With a focus on developing high-performance cultures based on Respect, Relationships, and Results, Stephen brings 30 years of leadership experience in Asset Management, Private Capital, and Wealth Management to Seven Stones. His clients range from large Wall Street firms to RIAs and the organizations that serve them.

In his work as the founder of Hopkins Leadership Ventures and co-head of Seven Stones Financial Services Practice, Stephen continues to leverage his extensive background to provide leadership and executive development services. As the former Managing Director of a $500M revenue, 900-employee business, he achieved top-tier results by fostering a leadership based culture. This experience led him to become Head of Leadership and Executive Development at the world’s largest wealth manager, where he created programs to replicate his success. Amongst other accomplishments, Stephen and his team developed a multi-day offsite leadership experience that became the flagship offering to hundreds of the firm’s C-suite, Managing Director, and Executive Director level leaders.

Stephen is a Middlebury College graduate with further education from the Darden School of Business (UVA), the Wharton School, and The Leadership Challenge program. He is a Certified Private Wealth Advisor, a Certified Leadership Practices Coach, and holds FINRA securities licenses.

An avid outdoorsman, Stephen has summited alpine peaks in Europe, Africa, South America, and the Himalaya. He serves on the Boards of Big Sky Community Housing Trust and St. Francis House. Stephen and his wife, Lisa, reside in Weston, MA and Big Sky, MT. They have two grown sons, two wonderful daughters-in-law, and a truly exceptional grandson.

Share