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StepStone Private Wealth Solutions

StepStone Private Wealth Solutions Email Formats

Financial ServicesFlag of USCharlotte, North Carolina, United States51-100 Employees

StepStone Private Wealth Solutions Email Formats

StepStone Private Wealth Solutions uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@stepstonegroup.com), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@stepstonegroup.com
100%

Key Contacts at StepStone Private Wealth Solutions

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Harry King

Director- South Central

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Bob Long

Chief Executive Officer

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Michael Bermel

Managing Director- West Divsional Distribution At Stepstone Private Wealth

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Berta Aldrich

Managing Director, Global Head Of Marketing

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William Cho

Director, Pac Nw & N. California

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Cory Mand

Director- Southeast Region

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Brian Fitzgerald

Director

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Shoshana Lubin

Managing Director, Head Of Strategic Operations

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Brittney Brock Bauman

Managing Director

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Stephen Walker

Director

Company overview

Headquarters128 S Tryon St, Suite 880, Charlotte, North Carolina 28202, US
Phone number+13122619660
Websites
NAICS52
Keywords
Distribution, Governance, High Net Worth Individuals, Operations, Manager Selection, Investment Solutions, Product Structuring, Private Markets, Private Wealth Solutions, Evergreen Funds
Employees51-100
Socials

About StepStone Private Wealth Solutions

StepStone Private Wealth Solutions mobilizes our industry-leading research platform and deep relationships with established managers to source opportunities across the private markets. Simplifying the individual investor experience through easy onboarding, expert support and consistent communication, we offer institutional-caliber products with regular liquidity opportunities, frequent valuations and transparent reporting. All to create strong, diversified portfolios that build client confidence—and your practice.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Senior
Vice President

Employees by Department

StepStone Private Wealth Solutions has 38 employees across 7 departments.

Departments

Number of employees

Funding Data

StepStone Private Wealth Solutions has never raised funding before.

StepStone Private Wealth Solutions Tech Stack

Discover the technologies and tools that power StepStone Private Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

New Relic

New Relic

RUM

WP Rocket

WP Rocket

Caching

ipify

ipify

Geolocation

Swiper

Swiper

JavaScript libraries

Moove GDPR Consent

Moove GDPR Consent

Cookie compliance

jQuery Migrate

jQuery Migrate

JavaScript libraries

MariaDB

MariaDB

Databases

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

Frequently asked questions

StepStone Private Wealth Solutions is located in Charlotte, North Carolina, US.
You can reach StepStone Private Wealth Solutions at +13122619660.
StepStone Private Wealth Solutions has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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