For over 35 years Stephen has been providing multi-generational wealth management and asset transition strategies to families. In addition, he provides advice and investment management services to Syracuse area business owners, local organizations, and non-for-profit institutions. Steve earned a Bachelor of Science degree in Economics from Syracuse University and served in the U.S. Air Force in San Antonio, Texas. Currently Steve serves on the Board of the Foundation for Upstate Medical University and is a Director Emeritus of the ESF College Foundation Board. Steve is also a member of the Vagabonds, a traveling fraternity of golfers in Central New York.
Currently Steve and his wife Linda reside in Skaneateles, New York, where both are members of the Skaneateles Country Club. Within the community, Steve is a strong supporter of Syracuse University football and basketball.
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