Meet Our Team

Villanova University, Villanova, PA (BS)

Steve Crifasi, CFP®, CTFA

Associate Director – Wealth Management and Business Development

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. He also attained the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association.

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.

View Team

Director - Tax Services

Client Services Director

Client Services and Tax Administrator