Steve is the Managing Director of Investments and a Founding Member of the DGL Advisory Group at Moors & Cabot, where he has worked since 1994. Prior to joining Moors & Cabot, Steve worked for PaineWebber (now UBS) and began his career with Prudential-Bache Securities in 1983. With over 40 years of experience in the industry, Steve draws upon his extensive knowledge to best serve DGL clients, including high-net-worth families and individuals, family offices, foundations, and endowments. When not speaking with clients, he focuses on developing client investment portfolios by evaluating individual securities, asset allocations, and investment themes, all while monitoring portfolio results. Given the complex nature of the investment advisory business, Steve’s background enables him to provide trusted, independent advice and counsel to DGL clients.
 

Within the community, Steve serves on the boards of The Community House in Hamilton, MA, among several other charitable boards, often serving as chairman of the investment committee.
 

A graduate of Hobart College, Steve lives in Marblehead, MA, with his wife, close to his daughters and grandchildren.

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Background and qualification information is available at FINRA's BrokerCheck website