Steve oversees the strategic development and delivery of customized financial planning services to high net worth individuals and families throughout the United States. Steve joined the organization in 1998 and has over 18 years of experience in the financial services industry.
Steve earned a BA in History from Bates College in Lewiston, ME. He earned an MBA in Finance from Kellstadt Graduate School of Business, DePaul University in Chicago, IL. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management AnalystSM professional. He is also a Certified Retirement Counsellor.