Vice President Investments | Financial Advisor


With more than 25 years experience as a member of the New York State Bar and now as a financial professional, Steve believes that he offers his client's the best tools to manage their complex financial matters, as the best interests of his client's always comes first.

Steven has earned the Accredited Investment Fiduciary (AIF) designation which represents a thorough knowledge of and ability to apply the fiduciary process.

Steve has received a  B.A. in Economics from the City University of New York and a Juris Doctorate (JD) from the Touro College School of Law.

Steven is an avid golfer and is active in many civic and charitable organizations.