Steve is a Principal in the New York office. He has over twenty years of experience helping clients with their retirement and estate planning needs. His experience extends beyond planning and includes the drafting of estate planning documents, such as wills and trusts, and guiding estate fiduciaries through the probate process.
Prior to joining Cerity Partners, Steve was Head of Financial Planning services at EMM Wealth. He began his career at The Ayco Company as a tax attorney. He later became a director at UBS Financial Services, where he provided financial planning solutions to high-net-worth clients. Steve has also served as a Vice President and Advanced Markets Attorney for American International Group (AIG) and was a Vice President with U.S. Trust.
Steve earned his LLM degree in taxation from New York University School of Law, his Juris Doctor from Albany Law School of Union University, and his Bachelor of Science degree in accounting from Binghamton University. He holds the Certified Financial Planning (CFP®) designation.
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