People

Stephen E. Prostano

Partner

Families of significant wealth have complex lives and face unique challenges. We help them to sustain their wealth over multiple generations by taking an enterprise, business-minded approach to strategic planning

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management, multi-family office and global financial services industries. He has designed and built leading global and national multi-family offices, asset management firms and has advised industry leaders and ultra-high-net-worth families and family offices throughout his career.

Prior to joining PKF O’Connor Davies, Steve was the Head of Family Wealth Advisors, a division of Bank of the West Wealth Management, an affiliate of BNP Paribas, where he built the first global, multi-family office in the U.S. Additionally, he served on the Bank of the West’s Senior Management Committee. Steve is also the founder of The UHNW Institute, a nonprofit, independent “Think Tank” and publisher of exceptional thought leadership content for UHNW families, family offices, their advisors and the financial services industry.

Steve previously served as CEO of Silver Bridge, President of Atlantic Trust and a Global Partner of Amvescap, President of Chase Global Asset Management and Executive Vice President of the Private Clients Group of FleetBoston Financial. He also held senior positions with Mellon Bank and KPMG, where he began his career.

Steve is the recipient of several distinguished industry awards, including Family Wealth Report’s Leading Individual in the MFO Industry and Private Asset Magazine’s Outstanding Contributor to the Wealth Management Industry.

Professional Affiliations & Civic Involvement

  • The UHNW Institute – Founder
  • American Institute of Certified Public Accountants – Member
  • Massachusetts Society of Certified Public Accountants – Member
  • Boston College Wall Street Council Board – Executive Committee
  • Massachusetts Bar Association – Member
  • Connecticut Bar Association – Member
  • American Bar Association – Member

Accreditations

  • Certified Public Accountant (Massachusetts)
  • Admitted to Massachusetts Supreme Judicial Court
  • Admitted to Connecticut Supreme Judicial Court

Education

  • Boston University School of Law – LLM Degree in Taxation
  • University of Miami School of Law – Juris Doctor Degree
  • Boston College – Bachelor of Arts Degree in Economics and Philosophy