Steven Bartoszewicz, MBA, AIF®

 

Steven is an Associate with Fiducia Group, joining the firm after working for a major multinational investment bank and financial services company. He graduated from Loyola University Maryland with a BBA in 2014 and an MBA in 2017, and brings with him five years of business experience that ranges from marketing and sales to finance.

Steven supports the daily operations of the firm, working with Fiducia Group's Principals in client services and investment monitoring. In addition to preparing quarterly reports and meeting materials, he serves as a primary point of contact for recordkeepers and clients and maintains the firm’s website and online document library.

Steven is a registered investment advisor and an Accredited Investment Fiduciary™ (AIF®) through the Center for Fiduciary Studies. He also serves on the board of directors for TUBA: The Uganda-Baltimore Alliance, an education-focused nonprofit organization, and maintains involvement with the Loyola University Maryland Alumni Memorial Chapel in assisting with wedding services, rehearsals, and performances.

 

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