Stefan Gollisz

Financial Advisor, Trade Desk Operations Associate

Stefan holds a Master’s Degree in Finance with a focus in Investment Analysis from the Zarb School of Business at Hofstra University, as well as a Bachelor’s Degree in Economics from Bucknell University with a minor in Mathematics. Stefan began his career with the firm in 2019 as an intern and currently serves as a Trade Desk Operations Associate. Stef holds his Series 7 and Series 66 securities licenses with LPL Financial and is looking forward to becoming a Financial Advisor.

He played Division 1 soccer while at Bucknell University and enjoys playing golf and hockey in his free time.