The Susquehanna Valley Council of Charitable Gift Planners offers a series of informative seminars and educational events for the planned giving professional. Meetings are generally held on the third Friday of January, March, May, July, September and November.

Upcoming Program

March 17, 2023

Business Succession with a Higher Purpose:
An innovative approach to building legacy

Presented by: Stephen D. Nieli, CFA,
Associate Director, High Family Office

WITF Public Media Center Or via Zoom
8:00-8:30 AM Coffee & Bagels
8:30-10 AM Program
Members $15; Non-members $25

Our Program Sponsor
Our Zoom Sponsor

Meet Our Speaker, Stephen D. Nieli, CFA

Stephen D. Nieli, CFA

Steve serves as the Associate Director of the High Family Office. The High Family Office provides services to High company shareholders, including the High Foundation and High Holdings Corporation, tending to ownership structures and governance of the High companies and managing capital requirements.

Prior to joining the High Family Office, Steve worked for 18 years in the wealth management industry, most recently as the Managing Director of PNC’s Private Bank in Central Pennsylvania.

Steve earned his Bachelor of Arts degree in Economics from Millersville University. He holds a Chartered Financial Analyst (CFA) designation and is a member of the Financial Analysts of Philadelphia and the CFA Institute.

Steve has also served in a variety of roles with local community benefit organizations, currently serving on the boards of the United Way of Lancaster County, Lancaster County Community Foundation, Girls on the Run Lancaster and the Lancaster General Health Foundation.

Steve and his wife currently reside in Strasburg with their two boys.