While each client has his or her own unique blend of needs, goals and risk tolerance, many have followed Steve’s steadfast belief in the importance of maintaining a constant level of liquidity in their portfolios to help cushion against market volatility. A large percentage of his clients’ holdings are in diversified investments, tailored for their needs. Each client receives an in-depth portfolio review emphasizing after-tax, risk-adjusted real rates of return. Steve enjoys close, longstanding relationships with many of his clients, and encourages them to consult him if they have questions or concerns about any financial matter.
Steve began his career as a registered representative at Dean Witter Reynolds Inc. in 1985. He has passed the Series 7, 63 and 66 exams and has more than 30 years of experience in practice development, coaching and training advisors.
Born and raised in Philadelphia, Pennsylvania, Steve played Division I basketball and graduated from American University, School of International Service with a Bachelor of Arts degree in 1984. He moved to Southeast, Connecticut, in 2002 and currently resides in Roxbury, Connecticut, with his wife, Britt. In his free time, Steve enjoys bonding with his two sons, gardening, foraging mushrooms and relaxing on the beaches of St. Barths. He is involved in a number of community activities and is currently president of Laurel Banks Fishing Club on the Shepaug River.