At a glance
Steven Elwell has come a long way since graduating from Alfred State College with a degree in financial planning in 2007. Originally starting as an intern, Elwell has since worked his way up at Level Financial Advisors to become the company’s chief investment officer (CIO).
Steven Elwell has come a long way since graduating from Alfred State College with a degree in financial planning in 2007.
Originally starting as an intern, Elwell has since worked his way up at Level Financial Advisors to become the company’s chief investment officer (CIO). Formerly known as Schroeder, Braxton and Vogt, Level Financial Advisors is an Amherst-based company that manages $385 million in assets for 611 households.
Elwell is a past recipient of the Alfred State Alumni Council’s Outstanding Young Alumni Award.
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