Contact Information
Stephen’s favorite part of his job is interacting with people, whether he is helping a colleague learn something new or working with a client. An easygoing leader, he also enjoys supporting his team as they provide a great experience for clients.
Stephen has nearly 15 years of experience in assurance and consulting procedures related to operational, compliance and financial audits. In his current role, he primarily serves alternative investment funds, fund-of-funds and funds with crypto exposure.
Stephen, his wife and their four guinea pigs live in New Freedom, Pennsylvania. His main hobby is horology — the study of time and timekeeping devices. This has been Stephen’s passion for over 20 years, and his collection includes watches from the early 1900s! He loves to share his knowledge with friends, family and colleagues when they are in need of a new time piece — beyond a smart watch.
Credentials & Education
- Certified Public Accountant (Delaware)
- Certified Internal Auditor (CIA)
- Certified Information System Auditor (CISA)
- Chartered Property Casualty Underwriter (CPCU)
- Certified Fraud Examiner (CFE)
- Certified Information Security Manger (CISM)
- Workers’ Compensation Professional (WCP)
- Certified Information Privacy Professional – U.S. Private Sector (CIPP/US)
- B.S.B.A. in accounting, cum laude, University of Baltimore