Mitchell S. Stein, a consultant in the Private Client Services division of Garden City, NY-based benefits and risk management firm, Chernoff Diamond & Co., LLC, has been named a full member of the Society of Trust and Estate Practitioners (STEP).
Based in London, UK, STEP conducts a rigorous diligence process of those invited into full membership. Stein has earned the distinction of the professional designation TEP. According to Stein, "STEP membership adds great value to serving the interests of our clients and addressing their more sophisticated planning needs. The Long Island Chapter of STEP is relatively new, providing a basis to build relationships among professional colleagues in the region."
ABOUT MITCHELL STEIN
Mitchell S. Stein joined Chernoff Diamond in November 2010, bringing with him 22 years of expertise as a wealth transfer and life insurance advisor. His clients include affluent individuals & families, senior executives and owners of closely held companies. Stein provides consulting and advanced analytical services in respect of life insurance for estate planning and deferred compensation. He is a member of the National Association of Life Underwriters, a professional organization that presented him with its National Quality Award, and a qualifying member of the Million Dollar Round Table.
A graduate of State University of New York at New Paltz with a Bachelor of Science degree in Business Administration, Stein grew up in Lynbrook and attended Valley Stream South High School. He resides in Upper Brookville with his wife Abby, an interior designer, their son Sam and dog Daisy. Stein is a competitive volley ball player with Hampton Bays-based East End Volleyball.
STEP is the professional body for trust and estate practitioners worldwide comprised of attorneys, accountants, lawyers, trust officers, tax specialists, bankers and financial advisors. Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates, bound by a code of professional conduct. This unique professional body provides members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations.
ABOUT CHERNOFF DIAMOND
Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm's competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them.
Chernoff Diamond delivers the expertise, perspective and services to design, implement and administer employee benefit programs, pension, profit sharing and 401(k) plans, programs of executive and deferred compensation and sophisticated life insurance plans advantaged by ongoing in-force management. The firm's senior consulting actuaries, advanced underwriters and corporate benefits consultants are innovative leaders, providing business-smart advice. Chernoff Diamond has earned the well-deserved reputation of delivering large firm expertise with the responsiveness and efficiency of a boutique.
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