Stephen R. Church

Associate Portfolio Manager

I’ve enjoyed working in the financial services industry for the past seven years, and am pleased to serve as an Associate Portfolio Manager with HearthStone | Private Wealth Management.

Prior to joining HearthStone, I spent my financial career at Fisher Investments. There I served as a Portfolio Implementation and Trading Associate as well as a Portfolio Evaluation Analyst.

I am a new resident of San Diego, having transitioned here from the Bay area. My wife, Megan (who is a San Diego native), and I spend the majority of our weekends surfing, playing golf or relaxing on the beach.

Education

University of Arizona

Career Highlights

Associate Portfolio Manager
HearthStone | Private Wealth Management
2018 - Present
 
Research Associate
Fisher Investments
2012-2018

Community

Boy Scouts of America – Eagle Scout/Alumni member of Troop 237

Professional Associations

Probate Attorneys of San Diego (PASD)
North County Estate Planning Council