Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Stephen Amarante
As Executive Vice President, Osaic Institutions, at Osaic, one of the nation's largest providers of wealth management solutions, Stephen is responsible for the overall strategy of Osaic's financial institution network and helping affiliated banks and credit unions build successful wealth management programs.
Career summary
Stephen has over 30 years of wealth management industry experience. He joined Osaic through the acquisition of lnfinex Financial Holdings in 2022, where he served as President and CEO for 26 years. Prior to becoming President and CEO, Stephen served as Executive Vice President and Chief Operating Officer, managing the day-to-day operations for the company.
Stephen has also held positions as Senior Vice President of Investment and Insurance Services at Centerbank, and Senior Director of Insurance and Wealth Strategies for Fleet Financial Group.
He is currently a Board member for the Bank Insurance and Securities Association (BISA) and holds a variety of industry licenses. He received a bachelor's degree in finance and general business from Nichols College.