As an Associate in Pathstone’s New Jersey Office, Steven works directly with senior advisors to help enhance all aspects of the client experience. With the understanding that every individual and family’s situation is unique, Steven assists in crafting and implementing client-specific plans that include, but are not limited to, asset allocation, manager selection, tax and estate planning, insurance needs, and cash flow strategies, with the intention of assisting the client attain their foremost goals.
Steven joined Pathstone in 2017 after graduating from the Villanova School of Business, where he studied finance and business analytics. His time at Villanova was highlighted by his volunteer efforts with the Villanova Day of Service, an event that sends over 5,000 volunteers to over 200 services sites across Philadelphia, as well as witnessing a national basketball championship first-hand. Steven was also the Vice President for the Billy Zimmermann Scholarship, an organization founded in memory of a fellow fraternity member.
In his spare time, Steven enjoys playing tennis and travelling around the world. With 5 of the 7 continents visited, he’s determined to reach South America and Antarctica to complete his list.