Steve Sr. began his career in the financial services industry nearly 40 years ago. He has vast experience working directly with clients and has built a thriving financial advisory practice of his own. Steve Sr. co-leads the Investment Team and is also instrumental in supporting financial advisors based on his extensive experience. Around our offices, he has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for virtually every component of the firm. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.