Steve is the founder of Boston 128 Companies. He is a nationally recognized professional in the financial services industry and has been for more than 50 years.
Steve is a Tufts University National Honor Society graduate with a BS in Psychology and Political Science and minors in Middle East History and Economics. He is a Life and Qualifying Member of the Million Dollar Round Table and multiple Top of the Table Member Qualifications. Steve is a Registered Principal with FINRA, a Certified Financial Planner™ (CFP®) and a Chartered Life Underwriter (CLU).
He has won numerous industry awards and has spoken and trained CPAs and financial advisors at professional education seminars for decades. Steve has been cited in the Wall Street Journal, Money Magazine, Boston Globe and Boston Magazine.
He currently resides in his hometown of Weston, Massachusetts where he attended kindergarten through high school. He has four grown children and six grandchildren. Steve has been active in his community as a high school football coach and youth baseball coach. He also is active in many charitable activities and organizations and was the 2017 recipient of the National Lester Rosen Humanitarian Award.