Steve leads investment research and portfolio construction at NEPWA, partnering with colleagues to evaluate strategies that align with client objectives. He joined NEPWA in 2011 as an intern, later becoming a Financial Planning Associate and Senior Investment Analyst before being named CIO in 2023. His approach emphasizes careful analysis and thoughtful implementation.

Steve appreciates NEPWA’s collaborative environment and the creativity the firm brings to investment recommendations.

Steve is originally from Long Island, NY, and he graduated with a BS in finance and a minor in business economics from Bentley University. He is a CFA® Charterholder and a member of the CFA Society Boston.

He lives in Concord, MA with his wife and two daughters and enjoys time with family, golf, travel, and DIY projects.