Steven J. Kaczynski, Jr.
CFA, CPFA, AIF®, MST, MBA
Senior Financial Advisor / Associate Director, Fiduciary Plan Solutions / firstname.lastname@example.org
Steve Kaczynski is a valued addition to the DBR & CO roster of expert financial advisors with more than a decade of experience working with ultrahigh net-worth individuals and a compelling resume of professional educational achievements. In addition to providing financial advice to individual DBR & CO clients, Steve works closely with Richard Applegate, Managing Director of DBR Fiduciary Plan Solutions, in continuing to service and expand our firm’s qualified retirement plan advisory business.
A CFA® Charterholder, Steve acquired substantial experience over the ten years he served as a Senior Analyst and Portfolio Manager at Pine Road Asset Management where he honed his skills in asset allocation, portfolio construction, risk management, and compliance. He also served as an advisor in the development and implementation of family wealth planning issues that included tax analysis, selection of both private and public investments, and management of closely held business interests.
In addition to his CFA designation, Steve’s educational credentials are impressive. He holds a B.S. in Accounting from the University of Pittsburgh, a Master of Business Administration (MBA) from Robert Morris University, and a Master of Science in Taxation (MST) also from RMU, with Certificates in both Estate Taxation and Business Taxation. Steve has passed all four sections of the uniform CPA exam, so when his education, certifications, professional designations and years of experience are taken altogether, it is easy to see why Steve is a valuable resource to our advisory team and most importantly, DBR & CO. clients.
While Steve and his wife, Hillary, who is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE), are kept busy with their professional careers, their greatest pleasure is the raising of their young son, James, with just enough time and energy left over to enjoy a good comedy and home improvement projects.