,CFA®, CAIA
Steve works with clients to develop a thorough understanding of their goals and planning needs. He is responsible for analyzing investments and producing decision-useful advice that allows clients to pursue their goals with an eye toward diversification, cost reduction and discipline.
Steve and the Independence Advisors Team joined Modera in January 2021. Prior to joining Independence Advisors in 2018, Steve was a registered representative at Lincoln Financial Advisors. At Lincoln he developed investment and insurance solutions for individuals and their families and helped closely-held businesses plan for succession. Before Lincoln, Steve was an advisor at Raymond James Financial Services.
Steve entered the financial services industry upon graduating from the Penn State University Smeal College of Business in 2012. He holds the Chartered Financial Analyst® (CFA®) designation and is committed to the ongoing development of his knowledge and skills in order to better serve clients.
What do you value most in your client relationships?
I value the reaction our team receives when delivering knowledge and service to improve our clients’ lives. To witness a client gain clarity over their finances and trust that I will act as their continuous advocate provides the greatest personal fulfillment.
What do you enjoy most about working at Modera?
The wealth of expertise across multiple offices and the willingness among colleagues to share their experience.
When you retire you’re going to…?
Travel – I have been fortunate to visit six foreign countries, with plans to visit one or two others. There are many more places I would like to see.
Where did you grow up? Where do you live now?
I grew up in Phoenixville, PA and live in Philadelphia.
Chartered Financial Analyst®
Chartered Alternative Investment AnalystSM
Villanova University Charles Widger School of Law, Master of Taxation
Penn State University, Smeal College of Business
