Steve Crifasi serves as the Associate Director of Wealth Management and Business Development at Westover Capital. Steve is a graduate of Villanova University where he received his Bachelor of Science degree in Business Administration majoring in Finance.
Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and earned the designation from Certified Financial Planner Board of Standards, Inc.
Steve has over 15 years of experience in the financial services industry. He began his career as a research analyst at Penn Square Capital focusing on the equity and private real estate markets and spent over 13 years at Glenmede and Wilmington Trust as a relationship manager for high-net-worth clients.
In addition to his role at Westover, Steve is a member of the Delaware Estate Planning Council and Wilmington Tax Group. He has also served on committees for several local charitable and non-profit organizations in and around Wilmington, DE.
