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Stephen C
Series 65
Incline Village, NV
Conte Asset Management, LLC
Stephen Conte is a financial advisor with Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 designation and bringing nine years of industry experience. Prior to founding Conte Asset Management in 2016, he worked at The Presidio Group LLC from 2013 to 2016. He also serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management and prepares Investment Policy Statements tailored to client goals, risk tolerance, and tax situations. The firm serves high-net-worth individuals using a combination of fundamental and quantitative analysis across various investment instruments and does not exercise trading discretion over client accounts.
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