Stefan Kotevski joined Visionary Square as Relationship Manager in April 2025. In this role, he works closely with advisors to enhance every aspect of their business, ensuring they leverage The Square’s full range of services to execute their vision and pursue success.
Stefan earned a BA in English Language and Literature from The Ohio State University. He holds Series 7, 63, SIE through LPL Financial, and Variable Life Insurance licenses. Before joining Visionary Square, Stefan held positions with JPMorgan and Morgan Stanley.
Originally from Amherst, OH, Stefan now calls Charlotte home, where he lives with his wife and their Bernese Mountain Dog, Prespa. Outside of work, he enjoys golfing, hiking, working out, and traveling. Fun facts about Stefan: he’s fluent in Macedonian and supported himself through undergrad by playing poker professionally.
Stefan Kotevski
Relationship Manager
Stefan Kotevski joined Visionary Square as Relationship Manager in April 2025. In this role, he works closely with advisors to enhance every aspect of their business, ensuring they leverage The Square’s full range of services to execute their vision and pursue success.
Stefan earned a BA in English Language and Literature from The Ohio State University. He holds Series 7, 63, SIE through LPL Financial, and Variable Life Insurance licenses. Before joining Visionary Square, Stefan held positions with JPMorgan and Morgan Stanley.
Originally from Amherst, OH, Stefan now calls Charlotte home, where he lives with his wife and their Bernese Mountain Dog, Prespa. Outside of work, he enjoys golfing, hiking, working out, and traveling. Fun facts about Stefan: he’s fluent in Macedonian and supported himself through undergrad by playing poker professionally.