Phone : (631) 218-0077
Email : firstname.lastname@example.org
As the Director of Research and Portfolio Manager Steven provides the investment committee with research, investment and portfolio allocation recommendations. He is the lead portfolio manager and helps to implement and refine the ResearchEdgeTM process, which drives all of our investment decisions.
If you did not live in Massachusetts, where would you choose to live?
Anywhere in New England.
Name an unforgettable place you have travelled?
What types of clients do you particularly enjoy working with?
Ones with a good sense of humor.
What’s your favorite quote?
A low one …
What is one indulgence you will never forego?
What type of music do you listen to most often?
If you weren’t in your current profession, what would you choose to do?
High school Economics teacher.
What’s one movie you could watch over and over again?
Pirates of the Caribbean.
What was the last meal that truly impressed you?
Gnocchi at Zabaglione Ristorante in Ipswich, MA.
Tell us something about you that most people don’t know?
I can play the flute.