Testimonials
Bryan Koepp, CFP
Senior Vice President
Regions Bank
Amy Neu
President
Eden Wood Realty
Katherine A. Brennan, Esq.
Associate
David + Gilbert
-
"We very much appreciate your involvement in our Leadership Team planning. Your ideas and presentations were an excellent way for us to start the day and think about leading the company through change."
Joseph J. McLaughlin, Jr.
Chief Executive Officer
Haverford Trust Company -
"I really appreciate everything you did for us at our offsite. Your preparation and planning was terrific which made our discussion very productive and valuable. Thank you! I have always appreciated and admired your talent and expertise."
Keith Aleardi
President
Haverford Trust Company -
“Thank you for the terrific presentation yesterday. Numerous people came up to me throughout the retreat and remarked how much they enjoyed your presentation and how they found it be educational and relevant. Thanks again for taking the time to prepare and deliver such an interesting presentation and imparting some valuable skills.”
Stephanie Saunders, Esq.
Associate
Chimicles Schwartz Kriner & Donaldson LLP -
"I worked extensively with Steve Pappaterra to prepare a commencement address at my alma mater before 2,500 people. He brought a unique perspective to the writing and delivery of the speech – whether it was pop culture references to a more compelling (even theatrical) way of presenting. Most of all, he encouraged me to be authentic, greatly helping open up all aspects of the creativity inside of me."
Susan P. Mucciarone
Former Executive Director of Private Wealth
Glenmede Trust Company -
“I can’t thank you enough for yesterday’s session. It is almost funny that you said you could help me. You asked the questions that I needed to hear. I have been reflecting since we ended our Zoom. It even came to me what my personal mission statement is, which in turn, shape what my career mission statement should be. I know there was a hand guiding me to find you. Maybe I wasn’t your typical engagement but I hope it was worthwhile to you, too.”
LorraineG. Zysk, CFA, CAIA
Wealth Manager and Family Advisor
Hirtle Callahan -
“That was a great presentation! I thought it was really educational and helpful. Thanks for your participation today. I hope to work with you more in the future!”
Katie Bundyra, Esq.
Associate General Counsel
Primerus -
“Steve and I have known each other for many years and we worked closely together at PNC. Steve has the experience and the skillset to be an incredible facilitator. He is a natural teacher and motivator.”
Thomas Melcher
Director of Family Wealth
Glenmede Trust Company -
“I can’t thank you enough for inviting me up to Philly and taking so much time and interest in me! The time spent was incredibly valuable and I really appreciate all that you do!”
Celandra Deane-Bess, CFP®
DC/Maryland Market Wealth Director
PNC Private Bank -
“Steve has been a fabulous mentor to me since I first met him in 2014. I think the first thing I noticed about Steve is his incredible charisma. Steve is able to integrate his numerous talents from law, music, leadership, and communication to make an immediate impact in any client or group situation. I have been particularly impressed by his compassion and attention to detail and this makes Steve a tremendous asset to every organization he joins.”
Elizabeth Kim-Wei, J.D., LL.M., AEP
Senior Wealth Strategist
PNC Private Bank -
“My career has grown from being a legal and technical specialist to focusing on the human side of planning. As such, I help clients prepare their children to be good stewards of family wealth and to build a family culture that will help them sustain family wealth and harmony for multiple generations. When I first met Steve, I knew he was superior. He was a knowledgeable, experienced attorney who had built a small army of wealth planners to help the bank acquire new clients and expand the work they did with existing clients. What impressed me most about him was the pioneering work he did in addressing the human side of wealth planning. He understood the numbers from a financial plan, but never got lost in them. Rather, he taught his team to ask deep, insightful questions that recognized the importance of family and built a deeper, more meaningful relationship. Nearly everyone viewed him as a mentor, whether it was speech coaching or how to discern the most critical issues facing a client, or simply making everyone on his team feel like he was there to support them and their professional development. I am fortunate to know and learn from him.”
Anne Marie Levin, J.D., LL.M.
Director of Family Wealth Consulting
National Practice Leader for Family Legacy Planning at Key Bank. -
“His kind, constructive, and specific feedback were fundamental in helping me develop a succinct "pitch" about myself. I continue to use the advice he gave me during these sessions on a daily basis at my current job!”
Violet Schneider
Career Coaching Client -
“Stephen Pappaterra is an excellent speaker, consultant and coach. Stephen’s diverse background as an executive, attorney, professor and professional musician allows him to work with every audience, and the clients he consults, with distinctive approaches. Stephen is able to engage the audience during his presentations, using real world examples, that helps participants learn and retain the concepts.”
Chad Sluss
Senior Vice President of Services
International Society of Primerus Law Firms -
“What a pleasure it was to meet you at this year’s Employment Law Institute. You have such a fascinating background – and wear so many hats. You had a great session title and should be very pleased with the following scores and comments – they are excellent. I hope you’ll submit a proposal to speak again next year.”
Carolyn Wepfer
Associate Director and Staff Attorney
Pennsylvania Bar Institute -
“Thank you for all of your help. I was happy how the whole interview went, and I couldn't have done as well without your help. I am excited to start my new job.”
Michael Pantano
Coaching Client
Drexel Class of 2018 -
“Thanks so much for giving an extremely well received and highly praised presentation on Thursday. Please also extend our thanks and appreciation to Linda Manfredonia and Melissa Dunphy. We are fortunate to have had such a talented team give an incredibly engaging presentation at the Moorestown Library.”
Diane Cairoli
Reference Librarian
Moorestown Library -
“I was fortunate to have Steve Pappaterra as my manager as I transitioned from a large Washington, DC law firm to serving as a senior wealth planner for a large bank (PNC). Before I started at PNC, Steve gave me great advice to which I adhere to this day. He asked me to pick one or two characteristics with which I would want to be associated and to focus on developing those traits. I still follow that advice in my current role as a Managing Director for a Big 4 accounting firm (PwC). Steve was always willing to help (such as navigating through sales goals which were new to me, or complying with proper processes in putting together work product. He also served as a mentor and regularly offered sound advice on how to work most effectively within a team of specialists from different disciplines or how to manage junior associates. Most importantly, I trusted Steve and his judgment. He always found a way to challenge me, in a positive way, to continue to develop my skills and to provide value to the company. To this day, we have remained friends and I am thankful for the time that I had working with Steve.”
Irene Chase Estrada, J.D., CFP®
Managing Director, Private Company Services
PwC -
“I want to thank you for your commitment to helping us improve our business over the last year. The conversations we've had are invaluable and will have a long lasting affect on our clients for years to come!”
Angela Wright, CFP®, CIMA
Financial Advisor
Edward Jones -
“Steve and I worked together for several years at PNC and he truly was an innovative leader. He was able to hire dozens of highly credentialed and creative thought leaders to build an extremely strong wealth planning platform for the bank. He led that group with new ways to think about how to counsel clients and bring value to every conversation. Part of Steve’s creativity comes from his boundless energy and curiosity about people. He is an inclusive and collaborative leader and always brings a fresh look and new ideas to the table. Steve is a great networker and stays in contact with the many people he has worked with over the years. He gains enjoyment out of putting those contacts together to foster new friendships and work relationships. His mentorship has left a lasting impression on me.”
Heather Flanagan, J.D., LL.M.
Managing Director – Head of Family Office Services
Wealthspire Advisors -
“Stephen Pappaterra is a very energetic professional who is passionate about coaching and improving performance geared towards personal aspects of his clients. We have worked together for many years and I am confident that if you are seeking someone to assist you in helping achieve your goals Steve is an impeccable resource.”
Dawn Morning
Legal Assistant
Earp Cohn P.C. -
“Steve is a natural when it comes to coaching advisors. In my time working with him, I observed his strong ability to seamlessly connect with his clients and assess their unique needs. He has a knack for asking the right questions until he has a firm understanding of what his clients want to achieve and any obstacles in the way. Steve’s style is creative & dynamic, with a true desire to help others reach their goals.”
Kathy Williams
Transitions and Business Development
LPL Financial -
“Steve is great at connecting with people at all levels, through humor, insights and professional knowledge. His style is creative and energetic, refreshing in our world of professional development, training and coaching. Great to work with you Steve!”
Jo Leonard
President & Chief Career Coach
Jo Leonard & Co. -
“We have had some great successes lately and expect that trend to continue into the fall. We couldn't have done all this without your constant support and encouragement. Thanks so much for all you have done.”
Jodie Campbell
Investment Associate
BMO Private Wealth -
“Working with a coach at Oechsli has been very helpful and enjoyable these past two years. Oechsli matched me with a great coach, Steve Pappaterra, who has helped in a range of ways: swiftly transformed my presentation style, provided situational advice on upcoming meetings, and many topics in between. Those in-between topics include improving our teams’s marketing to centers-of-influence, keeping our pipeline full, and ensuring our team’s communication is functioning at a high-level. Overall, if you believe in life-long learning and getting the most out of yourself, then working with an Oechsli coach should be a consideration. It’s been a worthy investment in my practice.”
Jeffrey T. Went, J.D., CFP®
Financial Advisor
Colony Wealth Advisors – Janney -
“We have been working with Steve for almost a year now and the results have been fantastic. Not only has he done a great job of helping us create better systems and organization but our business has had significant growth working together as well.”
Joseph T. Covill, AIA
Managing Partner
CT Financial -
“I've been working with an Oechsli coach for about 2 years now. Working with my coach at Oechsli has been one of the most valuable experiences of my professional career. With their help, I have been able to increase the value of my work and significantly progress in my career. I would highly recommend them to anyone that wants to further their careers in a meaningful way and find innovative methods to improve their business.”
Martial Frindethie
Director of Operations
The Millstone Evans Group -
“I have been working with my coach Steve P. for the last year and he's been helpful in keeping me focused on ways to grow my practice and keep me accountable. Even with the challenges of Covid, he's helped me thing of ways to connect and improve my business as we continue to grow an find new opportunities.”
Kyle McGowan, CFP®
Owner, Director & Head of Investment Planning
McGowan Wealth Management -
"Working with Steve has been such a pleasure. His unique approach to coaching has allowed me to improve not only my knowledge base but perspective on communicating this newfound information to clients in a digestible manner. His timeliness and attention to detail exudes accountability and support. Thank you, Steve."
Renee Bilodeau
Wealth Management Associate
CT Financial Partners -
Steve, I wanted to thank you for your time over the past few months. Your insights were very helpful and I will hopefully see the fruits of that in my career for many years to come.
John Ryan, CFP®
Vice President, Relationship Manager
Novare Capital Management