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Meet the Author

Steve Kurosko

Client Advisory

Steve is a Partner and Market Leader for the Florida Region and has over twenty years of experience in the financial services industry. He is responsible for implementing portfolio investment strategies and asset allocation for high net worth and institutional clients. He is a member of the firm’s Investment Committee and the Manager Selection Sub-Committee […] ...

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Jonathan Taylor

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.