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Forty Under 40 > Class of 2013 > Stephen M. Bartoli, CIMA, CPWA
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 / )
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Wilda N. Alessi - (Photo / Amy Spangler) Ben Allatt - (Photo / Amy Spangler) Vance E. Antonacci - (Photo / Amy Spangler) William David Barr - (Photo / Amy Spangler) Stephen M. Bartoli, CIMA, CPWA - (Photo / Amy Spangler) John A. Bassounas - (Photo / Amy Spangler) Lisa Marie Benzie - (Photo / Amy Spangler) Matthew T. Bono, CPA - (Photo / Amy Spangler) Christopher A. Cassel, CPA - (Photo / Amy Spangler) John M. Coles - (Photo / Amy Spangler) Sherry M. Cracium-Bolin, CPA - (Photo / Amy Spangler) Jeremy R. DeBord - (Photo / Amy Spangler) W. Casey Deller, P.E. - (Photo / Amy Spangler) C. Katherine DeStefano, MA, LPC - (Photo / Amy Spangler) Ali K. Detar, CPSM - (Photo / Amy Spangler) Lori Dietrich - (Photo / Amy Spangler) Mark R. DiGiamberdini - (Photo / Amy Spangler) Kimberly A. Etter - (Photo / Amy Spangler) George M. Fernandez - (Photo / Amy Spangler) David Freedman - (Photo / Amy Spangler) Andrew D. Guelcher - (Photo / Amy Spangler) Drew M. Helmstetter, MBA - (Photo / Amy Spangler) Laura V. Hess, FSA - (Photo / Amy Spangler) Catherine A. Hoover - (Photo / Amy Spangler) Peter L. Kang, M.D., FACEP - (Photo / Amy Spangler) Zach A. Kauffman - (Photo / Amy Spangler) Zachary M. Khuri - (Photo / Amy Spangler) Justin J. Kovaleski - (Photo / Amy Spangler) Wendy Lakatosh, CPA - (Photo / Amy Spangler) Brian W. Laub - (Photo / Amy Spangler) Craig S. Sharnetzka, Esq. - (Photo / Amy Spangler) Karie Shearer Craig - (Photo / Amy Spangler) Justin D. Shelton - (Photo / Amy Spangler) Janice L. Snyder, CPA - (Photo / Amy Spangler) Daniel Tad Thau - (Photo / Amy Spangler) David R. Warner Jr. - (Photo / Amy Spangler) Lisa A. Williams - (Photo / Amy Spangler) Adrian E. Young, JD, MBA, CAP, CFP - (Photo / Amy Spangler) Ray Zaborney - (Photo / Amy Spangler) Jaime Lynn Zurat - (Photo / Amy Spangler)

 

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

36
Investment Management Consultant
Morgan Stanley
Harrisburg, Dauphin County

Superhero Name: The Juggler
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