Steven John Carsello Patzke

Current Employers

Employment History

• 08/2021 → 07/2023
  Responsible Investment Group
  Chicago, IL
• 08/2021 → 07/2023
  Goodworth Wealth Management
  Chicago, IL
• 07/2019 → 07/2021
  Bishop Chatard High School
  Indianapolis, IN
• 07/2018 → 07/2019
  St. Johns College High School
  Washington, DC
• 01/2019 → 06/2019
  Trader Joe's
  Bethesda, MD
• 01/2019 → 06/2019
  Vive Family Services
  Washington, DC
• 08/2015 → 05/2018
  Boston College
  Boston, MA
• 06/2017 → 01/2018
  St. Cecilia Parish
  Boston, MA
• 06/2017 → 05/2018
  Charles River Community Health
  Brighton, MA
• 08/2016 → 05/2017
  The Academy
  Watertown, MA
• 05/2018 → 08/2018
  Unemployed
  Chicago, IL
• 08/2021 → 07/2023
  Lpl Financial Llc
  Chicago, IL
• 07/2023 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Other Businesses

Duchesne LLC; Address: 6418 N Magnolia Avenue, Chicago, IL 60626; Rental Real Estate; Owns rental property: Manager/landlord; Start Date: 9/30/2022; 0 hours devoted to business; business hours are not conducted during firms trading hours. Bickerdike Redevelopment Corporation; Not investment related; Address: 2550 W North Ave, Chicago, IL 60647; Affordable Income housing Developer; Sits on board; Board member, attends board meetings, gives insight to organizations structures and finances. 1 hour/week devoted to this business; Business hours are not conducted during firms trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-13

Designations