Steve is a Portfolio Manager on the Balanced, Large Cap Core, and Mid Cap strategies, and manages portfolios for institutional and private wealth clients. He is Chair of the firm’s Portfolio Strategy Committee, and serves on the Investment, Investment Policy, and Corporate Governance Committees. Steve previously directed the firm’s securities research efforts. As Executive Managing Director, he shares overall responsibility for the day-to-day management of the firm.

Steve began his career in 1988 and joined the firm in 1996.  He became a member of the Board of Directors in 2009 and Executive Managing Director in 2017.  Previously, Steve worked as a Trust and Investment Officer in BayBank’s personal trust division. He earned a BA in Economics from Tufts University and an MBA from Boston University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.