Associate Wealth Manager
As an Associate Wealth Manager, Steven is part of the team responsible for delivering personalized financial planning and investment guidance to Sage clients. He joined Sage from Concord Advisory Group, where he worked for five years after graduating magna cum laude from Boston College with a Bachelor of Science in Finance. Steven lives in the Fairmount neighborhood of Philadelphia and spends much of his free time exploring the city’s food scene, catching a movie, or cheering on Philadelphia sports teams.
What do you love most about being part of Sage?
The genuinely collaborative and supportive environment makes it enjoyable to come to work and easy to produce the best possible results for our clients.
How should people think about their wealth or investing?
Not everyone may have a personal interest in investing, but everyone does have goals they’d like to achieve. I believe wealth should be viewed as a means to an end—and thoughtful, stable management is how you get there.
