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Stephen Degnan, CIMA®

Senior Advisor Consultant

23
Years in
Industry

Background

Stephen Degnan is a vice president and senior advisor consultant with OppenheimerFunds’ Registered Investment Advisor (RIA) channel. Based in New York, he joined the firm in 2016 and is responsible for cultivating relationships with RIAs in the Mid-Atlantic region.

Previously, he was an Advisor Consultant in BlackRock’s RIA channel within the U.S. Private Client Group, where he was responsible for the business development of iShares and other products in the Mid-Atlantic and Central regions. He held a number of senior roles during his 17 years at BlackRock, working with high net worth, wealth management, bank trust and institutional clients. Prior to joining BlackRock, he worked at Trust Fund Advisors in Washington D.C. He has a B.A. in Economics from the University of Maryland. He also holds a Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultant Association in conjunction with the Wharton School of the University of Pennsylvania.

Education

  • B.A. Economics University of Maryland
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