In his role, Steven acts as the client’s central point of contact, where he helps orchestrate customized, institutional-grade solutions, offers recommendations to help families transfer wealth across generations, manages complex financial structures and multi-entity relationships, and more.
Prior to joining NewEdge, he was a Relationship Manager at Summit Trail Advisors for four years, as well as a Senior Advisor at Pathstone Family Office.
Steven received his Bachelor of Business Administration from the Villanova School of Business, where he majored in Finance and minored in Business Analytics.
He grew up in Suffern, NY and currently resides in Weehawken, NJ. Outside of the office, Steven can be found traveling, playing tennis, and learning about the winemaking process.