Steve strives to understand his clients goals and works to create a framework to achieve them. Steve's focus is on "Putting your money to work for you now, so that you don't have to work for your money later."
Steve is a detail-oriented and results driven Financial Advisor leveraging over ten years of experience in wealth management. He specializes in portfolio management, strategy development and financial planning. Steve works with a wide variety of clients , many of them being individuals, business owners, and retirees. In addition, he works with corporate executives to develop 10b5-1 trading plans and execute trading under Rule 144. Steve also assists with the portfolio management for foundations and endowments.
Over the years, Steve has seen a number of different market and economic conditions. He uses this experience to develop strategies for clients with a focus on growth, income and preservation of capital. Steve and the team emphasize capturing as much of the upside as possible while minimizing as much of the downside as possible.
Steve began his career by joining UBS in 2007. He holds FINRA Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Steve graduated from Quinnipiac University with a B.S. in Finance. Originally from New Jersey, Steve now lives in New York with his wife.
Outside of the office, Steve likes to spend his time outdoors golfing, snowboarding and surfing.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, IN, KY, MA, MD, MI, NH, NJ, NY, OH, OR, PA, TN, TX, VA, VT, WA