Steve is the President of Client Services and a Principal of The Colony Group. Steve oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With a deep understanding of the complicated needs of busy corporate executives and the solutions they require. Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees. Prior to joining The Colony Group in 1998, Steve provided financial counseling and tax services for high net worth individuals with The Ayco Company, L.P. and the international accounting firm of Deloitte & Touche, LLP. Steve is admitted to practice law in the State of New York and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Boston Estate Planning Council. He earned his Juris Doctor with distinction from Albany Law School and a Bachelor of Science in Business Administration/Finance from the State University of New York with honors.
Steve is the President of Client Services and a Principal of The Colony Group. Steve oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With a deep understanding of the complicated needs of busy corporate executives and the solutions they require. Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees.
Prior to joining The Colony Group in 1998, Steve provided financial counseling and tax services for high net worth individuals with The Ayco Company, L.P. and the international accounting firm of Deloitte & Touche, LLP. Steve is admitted to practice law in the State of New York and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Boston Estate Planning Council.
He earned his Juris Doctor with distinction from Albany Law School and a Bachelor of Science in Business Administration/Finance from the State University of New York with honors.
When financial counseling is an executive benefit, is the executive the only one who benefits?
Years ago, companies competing for talent added “perks” for key executives, including company-sponsored financial planning, with the company paying a stipend for executives to receive planning services. Over the years, as profits were squeezed, some dropped this benefit. Today, growing businesses are again considering innovative benefits to attract the best talent. These companies recognize that […]
