Steve has over 40 years of experience in financial services, most recently serving for 20 years as the Chief Financial Officer and Chief Compliance Officer for a boutique investment management firm.  He also supports several non-profits, including serving on the Board of Dignity Matters, Inc., and working on the finance committees for MetroWest Legal Services and The Communities for Restorative Justice.

Steve received his B.S. from the University of Virginia and his MBA from Babson College.  Born and raised in Virginia, Steve and his wife, Carolyn, reside in Massachusetts. They have two adult daughters. He enjoys running, biking, tennis, and gardening with his wife.