Steve began his career in financial services almost 40 years ago. From Broker to Branch Manager, from President & CEO of a regional money management firm to serving on the Investment Committee of their "family office," Steve has gained unparalleled exposure and access to elite money managers and their strategies.
During the last 18 years as an investment advisor representative, Steve has refined his process of selecting money managers, monitoring their performance and retaining their services to serve the specific needs of each and every client.