Senior Vice President—Investments
Telephone: (617) 314-0420
Steve has been a Senior Vice President-Investments and Registered Investment Advisor Representative at Moors & Cabot since 1994. Steve has over 32 years of experience in the investment arena. Prior to Moors & Cabot, he worked for PaineWebber in Boston, and began his career in 1983 with Prudential- Bache Securities. He is a graduate of Hobart College, and holds numerous securities and insurance licenses.
The DGL Group at Moors & Cabot’s Services:
Mutual Fund Selection (Premier Management Teams)
Fixed Income Investments (U.S. Treasuries, Agencies, Corporate Bonds, Tax-Free Municipal Bonds, CDs)
Individual Retirement Accounts & Rollovers
College Funding Plans
Insurance Needs & Assessments (Life Insurance, Long Term Care Insurance)
Annuity Contracts (Fixed Income & Variable Annuities)
Separately Managed Accounts
401(k) Corporate Plan Review
Concentrated Stock Hedging & Risk Management
Additionally, Steve founded the Greater Boston Business Network (GBBN). The GBBN is a group of over 100 current and emerging business leaders, thought leaders, and entrepreneurs who share their collective experiences affording fellow members the opportunity to expand their knowledge base. The GBBN meets on a regular basis, has enjoyed many presentations from leaders in the Boston community, and is hosted by Steve in his downtown Boston office.
Steve sits on numerous charitable boards and investment committees, and spends his free time trying to keep up with his wife and children on the ski slopes.
Check the background of this investment professional on FINRA’s BrokerCheck