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Steven Dimitriou

Steven Dimitriou

Managing Partner at Mayflower Financial Advisors, LLC

Boston, MA , United States

About

Steven Dimitriou is Managing Partner and founder of Mayflower Advisors, based in Boston, MA, where he leads a team overseeing more than $1.7 billion in assets. He specializes in advising corporate and institutional clients on retirement plan solutions, with a particular focus on 401(k), profit sharing, and defined benefit plans, as well as broader wealth management services for high-net-worth individuals.

Dimitriou's career spans over 30 years in the retirement plan industry, including leadership roles as Managing Director at H.C. Wainwright & Co., heading their Retail Products division (retirement plan services and mutual fund research), and as Vice President at BT Alex. Brown. He holds recognized credentials such as Accredited Investment Fiduciary (AIF), Certified Plan Fiduciary Advisor (CPFA), and Certified 401(k) Professional (C(k)P).

Notably, Dimitriou has been named "Retirement Plan Adviser of the Year" by PLANSPONSOR magazine and ranked among the most influential advisors in defined contribution plans by 401kWire. He holds a BA in Honors Physics and Economics with a Mathematics minor from Colby College, underscoring his analytical expertise in retirement planning and institutional investment consulting.

Career History

OrganizationRoleDate RangeDetails
Mayflower AdvisorsManaging PartnerSep 2002 to Present
Investment Management and Advisory Services & Retirement Plan Consulting Built on a proud tradition of experience and innovation, Mayflower Advisors is an independent registered investment advisor (RI...
H. C. Wainwright & Co., Inc.Managing DirectorFeb 1999 to Sep 2002
Head of Mutual Fund Research, Retirement Plans & Special Products
BT Alex. BrownVice PresidentOct 1995 to Feb 1999
Ran Midwest & Northeast Corridor Territories for Retirement Plan Services group

Education

Colby College

BA, Honors Physics & Economics, Minor in Mathematics

1987 1991

Skills & Expertise

Investments
Retirement Planning
Financial Advisory
Retirement
Pensions
Mutual Funds
ERISA
Retirement Plan Consulting
Financial Services
401k
Asset Allocation
Leadership
Marketing
Series 7
Investment Advisory
Strategy
Series 63
Microsoft Excel
C++
Customer Service
Business Development
PowerPoint
Wealth Management

Others at Mayflower Financial Advisors, LLC (3)

NameRoleLocation
P
Peter Martin
PartnerBoston, MA , United States
C
Chris McSherry
Trading AssociateBoston, MA , United States
L
Lawrence Glazer
Managing PartnerBoston, MA , United States

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