As a Managing Director and Wealth Manager, Steve provides wealth management and investment advisory services to individuals, families, and institutions. He works to preserve and protect financial assets in a prudent and tax-efficient manner.

Steve’s experience includes Senior Portfolio Manager and Director of Equity Research at Nixon Peabody, LLC., as well as Vice President and Senior Global Equity Analyst at Loomis Sayles & Company. He has also held equity analyst roles across different firms.

Steve graduated from Babson College with a Bachelor of Science in Marketing. He received his Master of Business Administration from Boston University, with a concentration in Finance.

Charitable & Community Involvement:

Winchester Youth Baseball and Softball Board Member

Winchester Town Meeting Member

Personal Interests

Steve enjoys spending time with his wife Beth, son Stephen (14), and daughters Emerson (12) and Adeleine (10) either coaching or watching their sports and activities.