Stephen Zeller

Strong dedication to client service

My Role

Hi! I’m the numbers guy at Avier, responsible for balancing client portfolios to ensure that they remain within tolerance of their selected allocations. I am also responsible for trade execution, account reconciliation, and portfolio reporting. I transitioned into financial services from the hospitality industry, and I bring with me a strong dedication to customer service. Even though I work mostly behind the scenes, I enjoy interacting with Avier’s diverse clientele. I have been with Dave and the firm going on 15 years.

My Story

On a personal note, I am a first-generation US citizen with both of my parents emigrating from the Black Forest region of Germany. I graduated from the University of Washington with a degree in Economics. I live in Seattle near Green Lake with my lovely wife, and dog Muffin. I volunteer regularly with various charitable organizations, and I am both the Treasurer and a Board Member of Water Access Now. In my spare time, you can find me hiking and exploring the beautiful Northwest.

“To give anything less than your Best, is to sacrifice the Gift” – Anonymous

Education

Bachelor of Arts in Economics, University of Washington

Licenses

Series 65