As the President of Client Services and a Principal of The Colony Group, 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 a deep understanding of the complicated 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.
He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Prior to joining The Colony Group in 1998, Steve provided financial counseling and tax services for high net worth individuals with The Ayco Company, L.P. and the international accounting firm of Deloitte & Touche, LLP. Steve is admitted to practice law in the State of New York and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Boston Estate Planning Council. He is a 5-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
He earned his Juris Doctor with distinction from Albany Law School and a Bachelor of Science in Business Administration/Finance from the State University of New York with honors.