Steve is Senior Financial Advisor and Managing Partner of Main Street Private Advisors. He has over 30 years of experience in the securities industry. His experience in trading, portfolio management, and corporate and divisional management gives him a broad perspective of the issues relevant to investment implementation and financial planning. His extensive knowledge of bonds, particularly tax free municipal bonds, enables him to employ fixed income products when appropriate. Steve has worked for major Wall Street firms as a bond trader, portfolio manager, and a Managing Director in charge of retail trading, portfolio management, and Middle-tier Institutional Sales. He was a key person in developing the first High Net Worth Municipal Portfolio Management department while working for Smith Barney, Harris Upham & Co. He went on to manage retail bond trading, portfolio management, and middle-tier institutional sales departments for Kidder Peabody and DLJ (now Credit Suisse).
Steve takes a holistic approach to financial planning. He focuses on helping clients develop a comprehensive financial plan including investment selection, life and health insurance, estate planning, retirement planning, and education planning. Working with a select team of highly experienced professionals in the fields of law, tax advisory, insurance, business consulting and education services, Steve is able to provide added value in helping his clients work toward reaching their goals.
Steve is honored to be recognized as a Five Star Wealth Manager* since 2014 as announced in NJ Monthly.
Steve and his wife Deborah are the parents of 2 grown daughters and reside in Pennington where he is active in his community and also serves as a Eucharist Minister in his parish as well as being a member of the St. James Finance Committee.
*For a full disclosure of the Five Star Wealth Manager award click here.