Stephen Bonder, CPA, MST
Partner
Stephen@fwpwealth.com
617-602-1903
Stephen Bonder is a Partner at Fiduciary Wealth Partners, focused on the integration of tax and trust matters into optimized wealth plans.
Previously, Stephen was the national Head of the Private Client Group and a Senior Tax Partner of the national accounting firm, CliftonLarsonAllenLLP (CLA) and the super-regional firm that merged with CLA, BlumShapiro. During this time, he advised privately held companies, trusts, charitable organizations, and families on a broad range of tax, business, and succession matters. Prior to his time at CLA and BlumShapiro, Stephen served as the Chief Financial Officer and then as President of a telecommunications company.
Over the course of his career, Stephen has guided many clients through idea generation exercises and strategic decision making processes, and is bringing these experiences to FWP to assist clients in the prudent implementation and execution of complex projects.
Beyond his professional life, Stephen is deeply engaged in his community. He currently chairs the Town of Sherborn Advisory Committee - Finance Committee, serves as Treasurer of the Belmont Country Club, and sits on the Finance Committee of Gateways - Access to Jewish Education. His past leadership roles include serving on the New England Board of the Jewish National Fund, as Treasurer of Blue Hill Country Club, and as both President and Treasurer of The Rashi School.
Stephen holds an MBA from the MIT Sloan School of Management, a Master of Science in Taxation from Bentley University, and a Bachelor of Science from Babson College.