Union Savings Bank
Stephen So, CIMA®

Stephen So, CIMA®

Vice President, Investment Portfolio Manager

"Simplicity trumps complexity. 'Stay the course' during times of market volatility and understand that time in the market is much more important than trying to time the market."

About

Stephen has been with The Wealth Group since 2010. He is currently responsible for managing wealth in individual and institutional accounts with a focus on asset allocation and portfolio modeling.

Previously, Stephen held similar roles at First National Bank of Litchfield, rising from a Financial Services representative to Investment Analyst. Stephen holds a Bachelor of Science in Business Administration and Finance from Suffolk University in Boston.

Stephen is also a Certified Investment Management Analyst® (CIMA®) professional.

Stephen’s Niche

Capital allocation via core index solutions.

Core Values

Providing ongoing guidance and support to help clients achieve realistic financial goals and find confidence and peace of mind in their future.

Insights

Simple Math -The Rule of 72
Investment Management

The Rule of 72 is a simple way to estimate how long it takes for an investment to double based on it...

Positive Probability: Are the Odds in Your Favor?
Investment Management

Patience is an important trait an investor should possess for the best chance of results. With the s...

2026 Market Outlook: What to Watch in the Second Half
Investment Management

The first half of 2026 reminded investors of an important truth: markets rarely move in a straight l...

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