Steve joined the firm in 2017 and serves as an Associate 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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
