Broker Check
Steven R. Shambora

Steven R. Shambora

Board of Managers

I have worked as a personal financial advisor since 1993.

Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit organizations.

Work Experience

Managing Partner

Athena Private Wealth

July 2013 – Present

We provide financial planning and investment management services to business owners, individuals, and families.

Board of Managers

Athena Advisor Services

July 2013 – Present

Athena Advisor Services, LLC is a Registered Investment Adviser firm

Partner, Wealth Advisor

Athena Investment Group, LLC

January 2005 – July 2013

Securities and Investment Advisory Services were offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Regional Manager

Lord, Abbett & Co.

January 1998 – January 2005

Lord Abbett is an investment management firm.

Investment Representative

Edward Jones

March 1993 - January 1998

Education

The Ohio State University Fisher College of Business

BSBA, Marketing, Risk Management, 1989 - 1993

 

Activities and Societies: The Acacia Fraternity, IFC