Qualifications/Professional history
Steve has 38 years of experience in the wealth management business, licensed as a General Securities Representative, General Securities Sales Supervisor, and as a life and health insurance agent, as well as holding the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. He is also NMLS licensed through City National Bank, a wholly owned subsidiary of RBC, to provide all types of residential and business lending solutions.
Education
Steve is a graduate of Duke University, class of 1979, magna cum laude. He was a varsity baseball player and a tri-captain his senior year.
Personal
Steve was born and raised in Greenwich, Connecticut. After graduating from Duke, he moved to Atlanta, Georgia, to take a job with the Price Waterhouse accounting firm. After getting into the wealth management business, he was recruited to take a regional position in Dallas, Texas, which is also where his two children were born. Steve returned to Greenwich in 1994, where he continues to reside today, actively involved in local politics and community organizations. He enjoys hosting family events, trail runs and gym workouts, as well as golf and boating.
