Senior Market Strategist, Senior Wealth Advisor
Steve was born in Staten Island, NY and raised in Metuchen, New Jersey. He attended Boston University on a Track and Field athletic scholarship (400m) and received a Bachelor of Science Degree in Business Administration with a concentration in Finance. Upon graduation Steve went to work for American Express Financial Advisors in Boston, Massachusetts. After a successful start to his career he was promoted to Manager and Financial Advisor in the San Diego, CA office of Ameriprise Financial. There he managed a team of as many as 13 advisors while also studying portfolio management and financial planning. Steve is a CMT (Chartered Market Technician®) charterholder and is a member of the CMT Association. Steve is also a member of the American Association of Professional Technical Analysts (AAPTA). He is passionate about Technical Analysis and its role in helping investors identify equitable rebalancing opportunities over the full investment cycle. He is energized by the responsibility in managing investment portfolios on behalf of his clients as well as the impact that prudent portfolio management can have on his client's financial well-being. Steve is the proud father of his daughters Camryn and Chloe, and his son Carter. In his free time he enjoys leading an active and healthy lifestyle with his wife, Kat. He's an avid sports fan who never misses his favorite TV show, Sportscenter.
Education and Accreditation
Boston University, BS with a concentration in finance
CMT, Chartered Market Technician®