Steven entered the credit union world in 1984 when he began managing investment portfolios. He has more than 30 years of dedicated experience with institutional investors. Steven’s strength is in analytics, investment portfolio strategy and staying current on rules and regulations. He joined RBC Wealth Management after a career of successes with other financial service companies, including Morgan Stanley, JB Hanauer, Gibraltar Securities and HYM Financial Incorporated. Steven currently holds Series 7, 24 and 63 securities licenses as well as insurance and NMLS licenses. He lives in Raritan, New Jersey, with his two daughters and two dogs. Steven spends his leisure time golfing, hiking and visiting hospitals with his certified therapy dogs.