Steve is a shareholder of the firm and has been practicing in public accounting since 1979. He is a graduate of the Wharton School at the University of Pennsylvania (MBA) and the University of Hartford (BSBA).

Steve specializes in serving high-net-worth individuals and closely held businesses. He is experienced in general business consulting, business and tax planning strategies, financial planning, litigation support, and computerized systems. He services a variety of industries and has a specialty in retail and restaurants.

His prior experience with an international and regional accounting firm, a closely held retailer, and a publicly held manufacturer provide a broad background of experience.

Steve is on the Board of the Boston University Hillel and Temple Emanuel in Newton.