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 has served on the Boards of the Boston University Hillel and Temple Emanuel in Newton. In addition he has chaired the Funds Committee of the Temple and headed up the Accountants Team for the Combined Jewish Philanthropies of Greater Boston. He plays golf and is an avid photographer.