Senior Vice President, Portfolio Manager
Year joined Shields & Company: 2019
As a Senior Vice President/Portfolio Manager, Steven focuses his practice on working with high net worth individuals, families, and privately held business owners to develop a comprehensive wealth planning strategy that is tailored to meet their unique needs.
Utilizing his past experiences and expertise in management and finance, he strives to enrich the lives of his clients through sound financial advice, integrity, and a commitment to service beyond expectations.
Previous Experience/Career Highlights:
Steve joined us from Citi Personal Wealth Management, where he was a Vice President and Financial Advisor. He was previously with RBC Wealth Management and Morgan Stanley/Smith Barney.
Prior to that, Steve spent over twenty five years as a Partner in a family-owned business.
Education and Certifications:
- The American University, Washington DC
- FINRA Licenses: Series 7 & 66
- Life Insurance
Other Interests and/or affiliations:
Steve lives in Montclair, NJ and volunteers with several not-for-profit organizations. In his free time, he enjoys skiing, traveling, and spending quality time with his family. Steve is an avid sailor and a member of the American Sailing Association.