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Forty Under 40 Awards

Stephen M. Bartoli, CIMA, CPWA, 36

Morgan Stanley, Investment Management Consultant

Stephen M. Bartoli, CIMA, CPWA
Stephen M. Bartoli, CIMA, CPWA - (Photo / Amy Spangler)
Superhero Name: The Juggler
Wilda N. Alessi
York County Economic Alliance
Ben Allatt
JFC Medical
Vance E. Antonacci
McNees Wallace & Nurick LLC
William David Barr
Williams Forrest
Stephen M. Bartoli, CIMA, CPWA
Morgan Stanley
John A. Bassounas
Lisa Marie Benzie
Angino & Rovner, PC
Matthew T. Bono, CPA
Walz, Deihm, Geisenberger, Bucklen & Tennis, P.C.
Christopher A. Cassel, CPA
Kuntz Lesher Capital LLC
John M. Coles
Rhoads & Sinon LLP
Sherry M. Cracium-Bolin, CPA
Rager, Lehman & Houck, P.C.
Jeremy R. DeBord
Kearney A. Snyder Funeral Home
W. Casey Deller, P.E.
C.S. Davidson, Inc.
C. Katherine DeStefano, MA, LPC
New Horizons Counseling Services, Inc.
Ali K. Detar, CPSM
Gannett Fleming
Lori Dietrich
Worley & Obetz, Inc.
Mark R. DiGiamberdini
The Summit Firm, Inc.
Kimberly A. Etter
PinnacleHealth Medical Group, Inc.
George M. Fernandez
The Latino Connection
David Freedman
Barley Snyder, LLP
Andrew D. Guelcher
Ciocca Honda/Ciocca Hyundai of Lebanon
Drew M. Helmstetter, MBA
Capital BlueCross
Laura V. Hess, FSA
Conrad Siegel Actuaries
Catherine A. Hoover
Raudenbush Engineering, Inc.
Peter L. Kang, M.D., FACEP
AllBetterCare Urgent Care Center
Zach A. Kauffman
Harley-Davidson Motor Company
Zachary M. Khuri
Metro Bank
Justin J. Kovaleski
Eastern PCM, LLC
Wendy Lakatosh, CPA
Reinsel Kuntz Lesher, LLP
Brian W. Laub
Wohlsen Construction Company
Craig S. Sharnetzka, Esq.
CGA Law Firm
Karie Shearer Craig
WebpageFX, Inc.
Justin D. Shelton
Springwood Hospitality
Janice L. Snyder, CPA
McKonly & Asbury, LLP
Daniel Tad Thau
Millennium Circuits Limited
David R. Warner Jr.
Buzgon Davis Law Offices
Lisa A. Williams
MRG Labs
Adrian E. Young, JD, MBA, CAP, CFP
Ambassador Advisors, LLC
Ray Zaborney
State Street Strategies & Red Maverick Media
Jaime Lynn Zurat
Classic Drycleaners and Laundromats

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

Investment Management Consultant
Morgan Stanley
Harrisburg, Dauphin County

Superhero Name: The Juggler
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