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Steve Osterink, Jr.

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Steve Osterink, Jr.

CHIEF INVESTMENT OFFICER, CFA®, CFP®, AIF®

Steve Jr. is the driving force behind the development and innovation of our investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
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