Steve oversees the client service team and ensures that team members provide excellent service. His responsibilities include account maintenance, trust operations, client communications, and client reporting. He is also a relationship manager for institutional and private wealth clients. He is a member of the Trust & Investment Committee and various corporate working groups.
Steve began his career in 1995 and joined Boston Trust Walden in 1997. Previously, he worked at Montgomery Asset Management and Mellon Bank. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Fiduciary Adviser designation. He earned a BA from Fairfield University.