Steve oversees the administrative team, ensuring responsive and client-focused service. Responsibilities include account maintenance, trust operations, client communications, and reporting. He is also a relationship manager for institutional and private wealth clients.
Steve began his career in 1995 and joined the firm in 1997. Previously, he worked at Montgomery Asset Management and Mellon Bank. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Financial Adviser designation. He earned a BA from Fairfield University.