Senior Vice President, Fixed Income Sales
“Throughout the past 40 years, I have seen the industry landscape evolve considerably, and one fundamental remains constant: people are trying to find value. During my time in the business, I have cultivated many relationships and contacts, which enable me to find dynamic solutions to meet my clients’ varying needs.”
Steve has 40 years of experience and holds his Series 3, 6, 7, 9, 10, and 24 licenses. He graduated from Manhattan College with a BBA, earned an MBA at Columbia University, and holds a JD from Fordham University. He has worked with Oppenheimer, Southwest Securities, Commerce and RBC.
Steve specializes in taxable and bank qualified securities and has experience with retail and institutional clients, covering middle market banks, insurance companies, investment advisors and municipalities.