For over 40 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. Steve serves on the Board of the Foundation for Upstate Medical University and is a Director Emeritus of the ESF College Foundation Board.
Currently, Steve and his wife Linda split their time between Southwest Florida and Skaneateles, New York. They are members of the Grandezza Club in Estero, FL and the Skaneateles Country Club. They are long time supporters of the Syracuse Orange, and the Naples Philharmonic during the winter season.
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