Client Relations Coordinator

Steven Romanello

Steven Romanello joined Presti & Naegele in 2026 as Client Relations Coordinator. Previously, Steven worked as an Investment Advisor for Janney Montgomery Scott and was an Equities Trader for Omega Capital Group. Steven is an active CMT Charterholder. At Presti and Naegele, he will collaborate with Operations on resourcing and CCH Axcess support. He is also involved in organizing firm-wide training sessions and managing third-party vendor relationships within Operations. Additionally, Steven helps management support the firm’s client retention initiatives.