Steven Dalla has big goals—not just for himself, but for his clients too. He chose to major in personal financial planning at WMU so he could help families achieve their financial aspirations. He has since earned the most difficult designation on Wall Street—chartered financial analyst.
In 2016, Dalla became one of the youngest wealth managers at Bank of New York Mellon, where he helped clients navigate the markets and achieve their long-term financial goals—and his star keeps rising. Dalla recently accepted a position as relationships manager with the RDV Corporation in Grand Rapids, Michigan.