Director of Distribution
Steve brings over thirty years of experience in the Financial Services Industry. During that time, he has held management positions in the retail and wholesale distribution area of the business.
Steve has spent the last two decades with Eaton Vance Distributors, where he helped grow their assets under management to over $350 billion.
Prior to that he was Managing Director at Main Line Investments, the Retail Brokerage division of Main Line Bank. Before Main Line, he was in Distribution for Colonial Penn, Wholesaling their Annuity product line across multiple market channels.
Steve received a BS in Marketing from Drexel University. He has two grown children, and in his spare time enjoys playing Golf and Music.