Innovation has been at the forefront of Stephen’s long and successful career in investment management. He launched the first tax-managed stock mutual fund and introduced one of the first asset allocation funds in 1996. His management of investment teams includes mutual funds, hedge funds, UITs, variable annuities and ETFs. Stephen has directed more than 110 investment products with more than $160 billion at three large investment firms. On our team, he works with other team members to provide clients with exceptional plans, advice and reviews that help them achieve their financial goals. He uses his experience and expertise to contribute to portfolio construction and thought leadership throughout the firm. Stephen was chosen to serve on committees that advised FINRA and the SEC on industry regulation. He has been a frequent speaker on identifying economic and cultural trends and the impact of technology on the evolution of markets. Stephen lives in Media, PA with his wife Laura.
- BA, University of North Carolina
- MBA - Finance, Duke University
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Stephen Gibson is not affiliated with LPL Financial.