Wealth Advisor and Chief Operating Officer
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Top 5 StrengthsFinders
What three words best describe you?
What I like best about my role at Lenox
I love that I get to help both Clients and Employees find their best life.
Series 6, 7, 63, 65, and Life and Health Exams
Best advice I was ever given
Your most valuable asset will always be time… don’t waste it.
What does “Fund a Life You Love” mean to you?
Being able to travel and experience new cultures with my wife.
Joining Lenox in 2014 as a Wealth Advisor, Steve serves as a respected expert and trusted confidante to clients as he employs the latest in financial strategy and technology to help them assess and attain their goals. Steve also leads efforts at Lenox to ensure the firm offers the most advanced yet relevant investment technologies to optimize clarity, convenience and information access for our clients. Prior to Lenox, Steve spent more than 18 years in the world of Finance, including roles in Accounting, Investment Advisory, Bank Management, and in managing the Private Client Group for PNC Bank covering the Cincinnati, Northern Kentucky, Dayton and Columbus markets.
Steve earned his Series 6, 7, 63 and 65 Securities Licenses, his Life and Health Insurance Licenses and while at PNC was awarded the Gallup Great Workplace Award for extraordinary Client and Employee Satisfaction.
Steve has lived his entire life in the Greater Cincinnati area attending both St. Xavier High School and the University of Cincinnati. He holds a Bachelor of Science degree in Accounting from the College of Business Administration at UC.
Steve and his wife, Libby, live in Hyde Park.