As President and CEO, Steve is responsible for working with individuals, families and businesses on their financial planning and investment management as well as providing the strategic direction for the firm and leading the firm’s investment committee. Steve has helped manage clients’ wealth since 1986 and is a well-known speaker and often quoted media source on current topics in the investment field. Steve has been acting as a fiduciary on behalf of his clients since 1993, long before most, and is committed to investing in both technology and human capital at his firm to provide the absolute best service for clients as possible. Steve earned his Associates Degree in Accounting from Hudson