Steve Galli has served as the chief investment officer at Nisivoccia Wealth Advisors since 2019, where he focuses on investment strategy, asset allocation and wealth management. He has over 25 years of financial services experience serving both institutional and retail clients.
Steve is also chief investment officer and co-founder of Wealthspring Financial Partners. His diverse background includes positions at financial firms including Citigroup, Merrill Lynch (Hong Kong), Morgan Stanley Capital International, New York Life Insurance and Standard & Poor’s.
Formerly an investment banker, he joined Solomon Brother’s MBA Associate program after completing his master’s degree in finance at New York University’s Stern School of Business in 1997. Steve received his bachelor’s degree from Colgate University in 1991.
Steve regularly leads interactive virtual events to offer insights on market performance and portfolio management. You can find event replays on our blog.
Check out Steve Galli on BrokerCheck.
Designations
- CERTIFIED FINANCIAL PLANNER™
- Certified Private Wealth Advisor®
Licenses
- FINRA Series 7, FINRA Series 66
Steve’s Favorites
- Podcast: Freakonomics Radio
- Book: The Fountainhead and Liar’s Poker
- Quote: “Don’t become a mere recorder of facts, but try to penetrate the mystery of their origin.” Ivan Pavlov
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.