Steve, a founding partner of Blue Water, develops and maintains relationships with Blue Water’s clientele and financial advisors. A 30-year vetern in the financial service industry, Steve received his BS in Education from the State University of New York College at Buffalo in 1979 and his Chartered Financial Consultant (ChFC) designation from The American College in 2001.
Prior to co-founding the firm, Steve was a founding partner and Chief Marketing Officer at a Syracuse-based SEC Registered Investment Advisor where he was responsible for client relationship management and financial services.
Steve has served in the community as a past member and President of the Syracuse City School District Board of Education, and currently serves on the school district’s Partnership Council for Career and Technical Education. He is also involved in several Central New York community-based organizations.
Steve and his wife Kristin are life long residents of Syracuse and spend their winters skiing in Central New York and their summer on the shores of Lake Ontario.