Steven Calvelli
Managing Director
Email Steve:
scalvelli@capenh.com
Steve Calvelli has worked in tax and financial planning since 1983 and joined Capital Enhancement in July 2008.
Before joining CE, Steve was with PricewaterhouseCoopers for 12 years, the last 7 as the Partner (Principal) in charge of its New Jersey Personal Financial Services practice. Prior to PWC, Steve spent 12 years at the Ayco Company, LP where he began his career as a financial counselor.
Additionally, Steve has served on the Executive Committee of the Personal Financial Planning Section of the AICPA (American Institute of Certified Public Accountants). He is an Enrolled Agent with the Internal Revenue Service, and is a Certified Investment Management Analyst (CIMA) with the Investment Management Consultants Association (IMCA).
Steve, a Phi Beta Kappa graduate with a B.A. in Economics from Drew University, holds an MBA in Finance from Rutgers University. Along with his wife, Carolyn, and their three children, Steve resides in Long Valley, New Jersey.
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