About Stephen
Stephen (Steve) oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With an understanding of the complex needs of busy corporate executives and the solutions they require, Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees.
Education and Professional Milestones
-State University of New York –bachelor’s degree business administration/finance, with honors
-Albany Law School – Juris Doctor, with distinction
-Is co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
-Is admitted to practice law in the State of New York
-Has held other financial services roles for The Ayco Company, L.P. and Deloitte & Touche, LLP
Stephen (Steve) oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With an understanding of the complex needs of busy corporate executives and the solutions they require, Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees.
Education and Professional Milestones
-State University of New York –bachelor’s degree business administration/finance, with honors
-Albany Law School – Juris Doctor, with distinction
-Is co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
-Is admitted to practice law in the State of New York
-Has held other financial services roles for The Ayco Company, L.P. and Deloitte & Touche, LLP