Stephen G. Green

Stephen Green is a founding partner of Seneca Financial Advisors and currently serves as the firm’s Chief Executive Officer. With over 28 years of Financial Services Industry experience, Mr. Green provides comprehensive wealth management services to the firm’s high-net-worth clients, including corporate executives, law firm partners, retirees, and their families. In addition, he also specializes in helping clients with multi-generational gift and estate planning. Mr. Green was formerly  Seneca’s Chief Investment Officer and is currently a member of Seneca’s Investment Committee which directs the firm’s overall investment policy and portfolio construction.

Prior to joining Seneca Financial Advisors, Mr. Green spent 14 years at Nixon Peabody LLP as a Financial Advisor in the firm’s Private Clients Group.  While at Nixon Peabody, he was instrumental in the formation and growth of Nixon Peabody Financial Advisors LLC (“NPFA”), a Registered Investment Advisor firm that was a wholly-owned subsidiary of Nixon Peabody LLP.  At Nixon Peabody, Mr. Green had primary client responsibilities for the firm’s high-net-worth clients, with duties ranging from providing financial planning services to supervising the in-house staff of tax specialists and financial planners.  He also served on NPFA’s Investment Committee and was a member of the Board of Managers. 

Education:

Le Moyne College, B.A. Economics; College for Financial Planning

Affiliations:

Member of the Upstate New York Chapter of the Financial Planning Association