The Prosak Group, LLC

Specializing in Building Your Personal Wealth!

My name is Steve Prosak and I am President of The Prosak Group, LLC.   My background includes:

 

·      Over 30 years of investment experience, including 13 years at a Fortune 500 company.  As Director of Finance, I was a key member of the financial management team, providing leadership for stock valuation and stock price activities.  I have personally worked with some of the country’s leading Wall Street analysts and portfolio managers.

 

·      A master's degree in business from Carnegie Mellon University’s Tepper School of Business.  Prior to pursuing my graduate work in business and finance,  I attended Swarthmore College and graduated with a    Bachelor of Arts in Economics and Bachelor of Science in Engineering.

 

 

I have helped many clients build and preserve their wealth for over ten years.  Every client has different short- and long-term goals, as well as tolerance for investment risk.  I personally work with all of my clients to ensure they are on the right track for meeting their short and long-term financial goals without taking on excessive financial risk.  Budgeting, saving for a child's college education, assisting with the purchase or refinance of a home, evaluating real estate investments, determining if there is enough money for retirement, and trying to earn a decent rate of return on investments without taking undue risks are just some of the areas I have helped many clients.