Stephen M. Bartoli, CIMA, CPWA, 36 Morgan Stanley, Investment Management Consultant
Stephen M. Bartoli cites his father, Jim, as his super hero. "My dad demonstrates you can balance being a great father to five children, a good husband, successful business owner and generous with your time and resources in support of your community."
Today, Bartoli instills these principles into his work-life balance. As he recalls from his first job working at a farmers market fruit stand, "I learned I was going to have to work hard in order to make a lot of money."
Bartoli is a founding partner of the Bartoli, Seig, McKain & Metz practice of Morgan Stanley, which is one of the largest financial planning teams in Central PA in terms of assets managed, revenue, team size, experience and certifications. In addition to being a first vice president and senior investment consultant, he is one of the select wealth advisers at Morgan Stanley.
Bartoli has also been involved with the Carlisle Junior Chamber of Commerce and the Salvation Army.
Stephen M. Bartoli, CIMA, CPWA
Harrisburg, Dauphin County
Superhero Name: The Juggler