Stephen Galiardo

Stephen Galiardo is a Portfolio Analyst at Cyndeo Wealth Partners, LLC, based in Saint Petersburg, Florida, where he also serves as a Relationship Manager. In his current role, he is responsible for portfolio analysis, investment strategy support, and acting as a primary administrative contact for clients, leveraging his expertise in technology to help streamline client service and operations.

He covers a range of asset classes and client segments, with Cyndeo Wealth Partners notably serving high-net-worth individuals, including professionals in sports and entertainment. His work focuses on comprehensive wealth management, portfolio construction, and tailored investment solutions, though public information does not specify a narrower sector or asset class specialization beyond these core services.

Prior to joining Cyndeo in 2020, Stephen was a Wealth Management Associate at UBS, where he developed essential skills in investment management and client service. He holds a Bachelor of Arts in Finance from the University of South Florida St. Petersburg and an Associate of Arts from St. Petersburg College, establishing a strong foundation for his expertise in wealth advisory and portfolio analysis.