Steve has over 30 years of experience in the securities industry. He was previously a senior partner at Wealth Management Partners, a firm that he formed in July 2007 after working as a Financial Advisor at UBS Financial Services. He began his career working in Smith Barney's Municipal Bond Department before he was recruited by Kidder Peabody as a Senior Vice President and Manager of Kidder's Taxable Fixed-Income Retail Trading, Sales, Marketing, and Portfolio Management Department. Steve also co-managed the Municipal Bond Department of Donaldson, Lufkin & Jenrette (now Credit Suisse First Boston).
Steve is a member of the Financial Services Institute and the Pennington Business & Professional Association. He holds his Series 7 license with PKS Investments and his Series 66 license with both PKS and Insight Private Advisors, as well as Life & Health Insurance licenses.
Steve is very active as a volunteer and he contributes his time to Big Brothers and Big Sisters, The Salvation Army, The Rotary Club, Special Olympics and The National Alliance for Mental Illness. A graduate of Wagner College, Steve resides in Pennington with his wife. They have two grown daughters, and they enjoy a variety of outdoor activities and their two dogs.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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