Austin Eppel

Austin Eppel is a Senior Associate at Steward Partners, based in Morris Plains, NJ, where he contributes to client service, investment research, and wealth management operations. In his current role, he supports financial advisors in managing client portfolios and coordinates aspects of investment strategy and implementation, ensuring a high level of service for clients seeking guidance on financial planning and investments.

Prior to joining Steward Partners, Austin built a strong foundation in finance and accounting through roles as a Semi Senior Accountant and Junior Accountant at Wakefern Food Corp., where he gained experience in corporate accounting, financial reporting, and operational efficiency. His background provides him with analytical skills and a disciplined approach to financial problem-solving, supporting his transition into investment management.

Austin holds a Bachelor’s degree in Finance from Florida State University, equipping him with expertise in portfolio construction, asset allocation, and capital markets. At Steward Partners, his work primarily spans traditional asset classes such as equities and fixed income, serving high-net-worth individuals and families. He is recognized for his detail-oriented approach and strong client servicing skills, contributing to the firm's client-focused investment solutions.