Steve is the firm’s director of client administration. He is a client relationship manager for individual and institutional portfolios, and chair of the Trust Administration Committee.
Steve possesses over twenty years of experience in portfolio administration and trust operations. Prior to joining the firm in 1997, he worked at Montgomery Asset Management and Mellon Bank. Steve holds the Certified Trust and Financial Adviser designation, and is a CERTIFIED FINANCIAL PLANNER™. He earned a BA from Fairfield University.