CEO Today USA Awards

www.ceotodaymagazine.com 68 CEO Today USAAwards 2018 MARYLAND focused and grounded with a defined goal. In 2014, Chapin Davis expanded the capabilities of Chapin Davis Insurance, creating an agency capable of protecting our customers and the assets they worked so hard to accumulate; personally, and professionally. Insurance strategies are critical to the risk mitigation process. By having individuals dedicated to our Financial Advisors and customers, we can present analysis with solutions and provide peace of mind. 2018 was an exciting year for Chapin Davis as we integrated Chapin Davis Capital Markets; the entity that completed our solution driven wealth management offering. With the ability to offer boutique investment banking services, trading, evaluation and access to product; our customers: Corporations, Small Business Owners and Individual Investors will be able to capitalize on opportunities; previously viewed as complicated, expensive and out of reach. This division, led by Michael Galantino, has successfully assisted customers with transition solutions, growth opportunities and next generation succession planning. Mr. Galantino’s dynamic leadership style created an energy of enthusiasm for Chapin Davis’s existing customers, next generation of customers, Financial Advisors and Investment Advisors. “Chapin Davis is simply a team of passionate individual with great minds, character, and integrity who work relentlessly on behalf of our customers to understand their dreams and integrate the solutions to make them reality. This is the ultimate culture for a financial services firm; a team of individuals who become extended family. This is the very reason Chapin Davis will continue to thrive and emerge as an industry leader”. ABOUT STEPHANIE N. ELLIOTT Stephanie Elliott joined Chapin Davis, Inc. in September of 2010 as Chief Operating and Compliance Officer; while overseeing the Strategy of Chapin Davis, Inc. Her previous experience managing New Business Development at First Clearing Correspondent Services enabled her to vastly understand the needs of financial professionals and broaden the suite of products, services and technology for both the Registered Investment Advisor and Broker Dealer. In December of 2017, Stephanie was named President & CEO of Chapin Davis, Inc., the first female in the firms history. SPECIALITIES • Investments • Advisory Wealth Management • Traditional Retail Brokerage • Insurance Services, • Commercial and Personal Lines of Insurance • Investment Banking Services • Capital Markets CONTACT Stephanie N. Elliott President & CEO of Chapin Davis, Inc. 1411 Clarkview Road Baltimore, MD 21209 Office: 410.435.3200 Fax: 410.433.2099 Cell: 410.812.4944 www.chapindavis.com