Stephen joined the securities industry in 1977. Before joining RBC Wealth Management, he was with three other investment firms where he served as a financial consultant, branch manager, national sales manager, and vice president of investments. Stephen has lectured locally and nationally in various investment topics and has appeared on several periodicals including The Wall Street Journal and The New York Times as well as local and national television. Prior to his financial career, Stephen was headmaster at a private high school in Washington, DC. His participation in local and state Lions Clubs, the Philadelphia Estate Planning Council, and his position on the Executive Committee of the National Board of Directors of the Prader Willi Syndrome Association are important components of his commitment to community service. Steve and his wife Michele reside in Cherry Hill, NJ. They have three daughters.