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Stephen Gibbs, CFA, currently serves as a Private Wealth Advisor at Baystate Financial since October 2022, bringing a wealth of experience in the finance and investment sectors. Previously, Stephen held positions as a Financial Advisor at Merrill Lynch Wealth Management and as an Independent Small Business Financial Consultant. Stephen's extensive background also includes roles as VP of Finance at both State Street and Columbia Threadneedle Investments, as well as a Director of Research/Consultant at Heng Ren Investments. Stephen began a notable career at Fidelity Investments, where the position of VP of Finance was held for six years. Stephen earned a Master's in Business Administration from Miami University and a Bachelor's Degree from the same institution.