Steven Bartoszewicz, AIF®, CFA®

Steven is an Investment Research Analyst with HUB International Three Rivers, delivering dedicated investment research and analytics support to the retirement service team. Working alongside the HUB RPW Investment Research Team and interfacing with DCIO partners, Steven leads the group’s investment research and selection process. He also coordinates with plan recordkeepers and client contacts to oversee the implementation of investment changes.

Prior to assuming his current role, Steven served as a Client Service Manager with HUB International Three Rivers, serving as the primary point of contact for client accounts. Before that, he served as an Advisor with Fiducia Group, LLC and as an Associate with Morgan Stanley.

Steven is a Chartered Financial Analyst (CFA®) charterholder through the CFA Institute and an Accredited Investment Fiduciary™ (AIF®) through the Center for Fiduciary Studies. He graduated from Loyola University Maryland with a BBA in 2014 and an MBA in 2017. Steven is an investment advisor representative with Global Retirement Partners, LLC.