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Managing Director, Investments

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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:

  • Portfolio Management

  • 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

Steve sits on numerous charitable boards and investment committees, and he spends his free time trying to keep up with his wife and children on the ski slopes.


Background and qualification information is available at FINRA's BrokerCheck website


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