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Registered Investment Advisor
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Stephen Donovan

RIA Senior Consultant

21
Years in
Industry

Background

Stephen Donovan is a vice president and senior advisor consultant with OppenheimerFunds’ Registered Investment Advisor (RIA) channel. Based in Denver, Steve joined the firm in 2017 to serve the RIA channel in the Mountain West region. He has more than two decades of experience in the financial services industry.

Prior to joining OppenheimerFunds, Steve worked at firms including Neuberger Berman, Old Mutual Asset Management, and Evergreen Investments, where his primary focus was on initiating new and maintaining existing relationships with RIAs, family offices, and bank trusts. He began his career at Janus Capital Group, serving in various roles in the firm’s investor services, trading, and sales departments.

Steve earned a B.S. in Marketing from Viterbo University. He holds FINRA Series 7 and 63 licenses and the Certified Investment Management Analyst (CIMA®) designation.

Education

  • B.S. Viterbo University
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