Steve Szeligowski

Steve Szeligowski

Team Investment Manager, Vice President

Steve Szeligowski joined Rockefeller Global Family Office as a Team Investment Manager, Vice President for Wahlberg Wealth Partners. Prior to Rockefeller, Steve was a Private Wealth Senior Investment Manager with Wahlberg Wealth Partners at Merrill® Private Wealth Management in Hartford, Connecticut.

Steve works closely with high-net-worth individuals and families to discern their investment needs and preferences, and craft customized portfolios to align with those parameters. An enthusiastic student of the markets, he devotes significant time to research and analysis, staying abreast of current themes and conditions. Steve also maintains close contact with clients, assessing their time horizons, cash-flow needs, tax situations, risk tolerance, and investment preferences so that he can refine their portfolios based on their unique objectives.

A strong communicator, Steve welcomes the opportunity to help clients gain comfort about the direction and deployment of their wealth. In addition to addressing client inquiries, he meets with outside investment firms to stay apprised of their latest research and portfolio adjustments. Skilled in investment operations, Steve also handles trade implementation for the team, bringing a sharp eye for detail. He appreciates the dynamism of the markets and the opportunity to pursue client goals while weighing multiple investment considerations.

He earned his B.S. in Business Administration from Bryant College. Committed to professional excellence, he has earned the Chartered Retirement Planning Counselor (CRPC) designation.

In his free time, Steve is a devoted New York Mets and Dallas Cowboys fan. He also enjoys road biking with friends, watching the latest movies in the theater, and traveling to destinations—both new and familiar.