Steve joined the firm in 2017 and serves as an Assistant Vice President on the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents. Steve is also an active volunteer for American Cancer Society.

Previous Experience

  • Financial Analyst Intern at Palisades Federal Credit Union
  • Fund Accounting Administrator at Amalgamated Bank

Education & Credentials

  • BS, State University of New York at New Paltz, Finance