Stefan Griess

Position: Wealth Advisor
Categories: Advisors

Starting his career in traditional finance as an IT Engineer with a focus on identity and access governance, Stefan also built automations to improve internal audit preparation processes. His experience includes working with large fintech providers such as Fiserv and Finastra. Over time, he developed a strong interest in digital assets and how financial technology continues to evolve.

Stefan chose to enter the digital asset advisory space because he saw an opportunity to apply his technical background to wealth management. He approaches financial guidance with the understanding that each client’s goals and preferences are unique. His role is to listen closely, align strategies with client priorities, and provide education around digital assets where appropriate.

Clients value Stefan’s ability to connect his technical expertise with a practical approach to financial planning. He emphasizes open conversations about vision, priorities, and comfort levels. Rather than making promises about performance, he focuses on building long-term trust and providing access to strategies tailored to each client’s circumstances.

Stefan is married and a father of six. Outside of his professional role, he enjoys golf, pickleball, and hockey with family and friends.