Steve is a Director of Investment Services for Public Trust where he focuses on the business development of separately managed accounts for public sector clients nationwide. Prior to joining Public Trust, Steve most recently held the position of Senior Vice President for Fidelity Institutional Asset Management where he was responsible for relationship management, sales and new business development, and overseeing the cash management portals.
He also previously worked for both the Bank of New England and Shawmut Bank where he provided credit and cash management services to a variety of industries including municipalities, higher education, and healthcare. Steve received a Bachelor of Science in Finance from Merrimack College, previously held the FINRA Series 7, 63, and 51 licenses, and is a Certified Treasury Professional (CTP). He serves as a Board Member for the New England Association of Finance Professionals.