StepStone Private Wealth Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

StepStone Private Wealth Solutions mobilizes our industry-leading research platform and deep relationships with established managers to source opportunities across the private markets. Simplifying the individual investor experience through easy onboarding, expert support and consistent communication, we offer institutional-caliber products with regular liquidity opportunities, frequent valuations and transparent reporting. All to create strong, diversified portfolios that build client confidence—and your practice.

Find StepStone Private Wealth employees' phone numbers or email addresses

StepStone Private Wealth Global Highlights

Location
Employees

North America
76

Minus sign iconPlus sign icon
  • United States Of America
    76

Europe
3

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Ireland
    1

Oceania
2

Minus sign iconPlus sign icon
  • Australia
    2

StepStone Private Wealth's Leadership

  • Stylized image of a person
    B. L.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. H.
    Vice President Of Digital Marketing
    Phone icon
  • Stylized image of a person
    R. K. P.
    Vice President - Ria
    Phone icon
  • Stylized image of a person
    M. H.
    Vp / Fund Controller
    Phone icon
  • Stylized image of a person
    S. B.
    Vice President - Private Wealth Distribution (au/Nz)
    Phone icon
  • Stylized image of a person
    N. M.
    President, Distribution
    Phone icon
  • Stylized image of a person
    K. Z.
    Head Of Finance
    Phone icon
  • Stylized image of a person
    K. C.
    Director - Rocky Mountain Territory
    Phone icon

StepStone Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Legal
  • Business
  • Other

Contact profiles from StepStone Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S. S.
    Director Of Investor Relations
    Phone icon
    United StatesFlorida
    Sep 09, 2025
  • Stylized image of a person
    M. B.
    Fund Controller
    Phone icon
    United StatesNorth Carolina
    Oct 21, 2025
  • Stylized image of a person
    K. S. S.
    Executive Assistant & Office Manager
    Phone icon
    United StatesNorth Carolina
    Nov 20, 2025
  • Stylized image of a person
    R. A.
    Client Services Manager
    Phone icon
    United StatesNorth Carolina
    Nov 12, 2025
  • Stylized image of a person
    R. L.
    Accounting Manager
    Phone icon
    United StatesNorth Carolina
    Jan 29, 2026
  • Stylized image of a person
    S. S.
    Operations Manager, Business Development
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    C. R.
    Marketing Manager
    Phone icon
    Feb 21, 2024
  • Stylized image of a person
    M. R.
    Private Wealth Senior Paralegal
    Phone icon
    United StatesNorth Carolina
    Nov 20, 2025
  • Stylized image of a person
    A. W.
    Senior Associate
    Phone icon
    United StatesNorth Carolina
    Oct 24, 2025
  • Stylized image of a person
    B. S.
    Senior Fund Accountant
    Phone icon
    United StatesNorth Carolina
    Oct 24, 2025

Frequently Asked Questions

What is StepStone Private Wealth known for?

Minus sign iconPlus sign icon
StepStone Private Wealth operates in the Financial Services industry. The company's main headquarters is located in 128 South Tryon Street Suite 880 Charlotte, North Carolina United States. Explore StepStone Private Wealth's company overview page for more information.

What is StepStone Private Wealth's most common email format?

Minus sign iconPlus sign icon
StepStone Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more StepStone Private Wealth email formats with LeadIQ.

How many employees does StepStone Private Wealth have currently?

Minus sign iconPlus sign icon
StepStone Private Wealth has approximately 81 employees as of March 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are StepStone Private Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, StepStone Private Wealth's key employees include:

  • Chief Executive Officer: B. L.
  • Vice President Of Digital Marketing: M. H.
  • Vice President - Ria: R. K. P.
  • Vp / Fund Controller: M. H.
  • Vice President - Private Wealth Distribution (au/Nz): S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.