Stephen Masiello

Steve has more than 25 years of experience in the financial industry, where he has earned respect as a leader in sourcing, marketing, and selling alternative investment funds and direct deals.


Prior to founding Compass, Steve was a Co-Founder and Senior Partner at Pinnacle Trust Partners, where he was involved in creating the firm and actively involved in sourcing, distribution, and deal management. Previously, Steve worked at Freedom Capital Management where he was Head of Sales in North America. Steve was a Senior Partner, member of the Management Committee and Compensation Committee. He also led new product development and sub-advisory relationships. Prior, Steve worked at Trust Fund Advisors/ULLICO and the Boston Company.


Steve received a BA from Boston College. He holds Series 7, 63 and 65 licenses.

+1-860-838-3332

1006 South Main Street, Plantsville, CT 06479

  • Facebook
  • Twitter
  • LinkedIn

©2021 by Umergence. 

Umergence.com is a site operated by Umergence Holdings LLC ("Umergence Holdings"), which is not a registered broker-dealer.

Umergence LLC, an affiliate of Umergence Holdings, is a registered broker-dealer, and member FINRA / SIPC. Umergence LLC maintains a business continuity plan that can be accessed here. Additional information about Umergence LLC can be found through FINRA’S BrokerCheck where you can find out: If a broker or brokerage firm is registered; What has been disclosed to regulators; About a broker’s past experience; What a broker or brokerage firm is qualified to do.

This website is intended for accredited institutional investors and is not research nor is it an offer for investment or a solicitation of an offer for investment. It is not guaranteed as to accuracy, nor is it a complete statement, of the financial products or markets referred to. Some investments involve high risk and investors may lose all their money. Past performance does not guarantee future results. Investment products are not suitable for most investors. Contact Umergence LLC for important risk information & disclosure. Umergence LLC does not make recommendations on which securities investors should invest in and relies on investors to make their own decision in this regard.