Steve is committed to streamlining internal processes that help boost efficiencies and enhance the overall client experience. This, combined with a friendly personality and strong work ethic, makes him an asset to any team.
Since beginning his public accounting career in 2018, Steve has focused on serving registered funds, including mutual funds, exchange-traded funds (ETFs) and closed-end funds; investment advisers and private funds. The funds he works with comprise various investment strategies, including equities, fixed income, derivatives, international and alternative investments.
- Actively involved in recruiting, mentoring, staff development and business development for the firm’s Assurance Practice
- Ohio Society of CPAs
- American Institute of CPAs
Steve lives in Lakewood, Ohio, and enjoys spending time with friends and exploring new places. Also an avid sports fan who has cheered on Cleveland teams his entire life, one of the highlight moments Steve won’t soon forget was when Rajai Davis crushed the game-tying home run for the Cleveland Indians (now Guardians) in game seven of the 2016 World Series.