Business Development Officer
If we work hard and take good care of one another, great things will happen. That is why I love working in an industry that helps clients navigate difficult financial decisions.
Steve has been involved in the financial services industry since 2012 and brings a wealth of experience and expertise to Savant, consistently demonstrating his commitment to helping clients pursue their financial goals and building strong partnerships within the industry.
Prior to joining Savant, he was the regional planning director and then director of strategic partnerships for a national registered investment advisory firm. He played a pivotal role in shaping the company’s strategic direction and contributed significantly to the firm’s growth and success. Before that, he served as both an internal and hybrid wholesaler for a major investment management firm in the Boston area, where he was responsible for managing and cultivating relationships within the New England region.
Steve earned a bachelor of science degree in business administration with a concentration in marketing from Robins School of Business at the University of Richmond. He and his fiancé, Courtney, reside in Boston’s south shore town of Scituate, MA. When not working, Steve enjoys golfing and playing tennis. During the winter months, he loves to escape to the mountains to go skiing with family and friends.
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