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Steven LaRochelle
Relationship Manager ★★★★★
Steven LaRochelle is an experienced professional in private banking, private business banking, and private wealth management, catering to entrepreneurs and high-net-worth families.
He specializes in wealth management, trust administration, home mortgages, retirement planning, various insurances, business lending, and business succession planning, providing a comprehensive financial service.
Steven holds a Certificate in Strategy & Leadership from The Wharton School and has a background in Entrepreneurship & Finance from Babson College.
With a robust career history, he has served as a Relationship Manager at First Republic Bank, where he garnered a stellar reputation. Prior to that, he held positions at PNC, Internal Security Associates, LLC, and Northwestern Mutual.
He excels in offering a bespoke banking experience by delivering premium deposit accounts, tailored lending solutions, and individualized investment strategies. Steven coordinates a team of experts across banking, mortgage, investment, insurance, and wealth management to address all his client's financial needs.
His expertise extends to financial planning for auto, plane, and boat financing, charitable gifting strategies, as well as cash-flow management.
