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.
- 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