Market Strategist – Wealth Advisory

Steven Romanello, CMT

Steven Romanello joined Presti & Naegele in 2026 and serves as Market Strategist within the firm’s Wealth Advisory practice. He brings experience across investment advisory, equity trading, technical analysis, and portfolio strategy. Prior to joining Presti & Naegele, Steven worked as an Investment Advisor with Janney Montgomery Scott and as an Equities Trader with Omega Capital Group.

He is a Chartered Market Technician (CMT) and applies a market-driven, research-focused approach to asset allocation and portfolio decision-making. At Presti & Naegele, Steven supports the firm’s Wealth Advisory initiatives by utilizing the Bloomberg Terminal as a central component of the firm’s investment research and portfolio analysis process. He leverages Bloomberg’s market data, portfolio analytics, risk management tools, and institutional-grade research capabilities to develop deeper market insights and support informed investment decision-making.