Steven Bertolo, CFP®

  • Investment Manager
Photo of Steven Bertolo


With more than 25 years of industry experience, Steven provides advice on complex estate and other wealth strategy issues. He works with a team of specialists in investment management and trust and banking services to help clients achieve their financial objectives.

Steven is a Certified Financial Planner™.

Prior to joining Clarfeld, Steven was a Wealth Strategist at PNC Bank.

Steven resides in Pittsburgh, PA, and stays active with golf and men’s league soccer. Additionally, he is interested in macroeconomics, TED Talks, and geopolitics.