Steve is responsible for ongoing maintenance of our client portfolios, investment performance calculations, and trading information. He maintains client portfolios by reviewing and rebalancing when needed. He has over 25 years of financial experience, primarily in brokerage operations and specializing in equity, option, and fixed income trading.
Steve lives in West Chester with his family and is a former hockey player.
Education & Professional
Memberships/Designations:
Studied Accounting at the University of Cincinnati; formerly held the Series 7, 8, and 63 NASD licenses