As a partner and Managing Director, Steve focuses on engaging his clients in the planning and investment process designed to help meet their financial goals.
Steve has been a wealth manager for over 40 years. Prior to joining Raymond James in 2018, he was affiliated with Wells Fargo Advisors, C.E. Unterberg Towbin, CIBC Oppenheimer and E.F. Hutton & Co.
Steve has obtained the Certified Investment Management Analyst® (CIMA®) certification which is delivered by the Investments & Wealth Institute™, the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 and the Chartered Retirement Plans SpecialistSM (CRPS®) designation from the College for Financial Planning. He earned an MBA from Iona College and graduated from Syracuse University with a B.A. in Liberal Arts.
Steve is active in his community and served as President of the Children’s Dream Foundation and President and capital campaign co-chair of Temple Beth El of Northern Westchester.
Steve has been married for almost 50 years to the same enchanting bride; has two wonderful children and four grandchildren who keep him smiling every day. He enjoys skiing, biking, golfing, good books and lively conversations with friends over dinner and a fine bottle of wine.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.