Steve brings 25 years of industry experience to assist clients and their family members with any administrative issues they may have. Having worked at Morgan Stanley, UBS, Merrill Lynch, and JPMorgan Chase, Steve has a deep understanding of the many nuances of a client’s financial picture.
Steve enjoys building relationships with clients and considers many of them personal friends. Clients would say he is extremely diligent, intelligent, and responsive; always willing to go the extra mile. His primary responsibility at Lake Street will be to support and improve firm’s back-office support services as well as educate clients on the firm’s resources and capabilities.
A native of Brooklyn, Steve moved to the Lincoln Park neighborhood of Chicago over 20 years ago with his wife Fiona, their Standard Poodle named Siena, and Snowshoe/Siamese cat named Duchess. Steve is an avid foodie and loves to spend weekends cooking and exploring the city’s restaurant scene.