As the partner in charge of Withum's Boston, MA office, Steve has extensive public accounting experience as well as a five-year term in private industry as a chief financial officer. Steve focuses principally on providing audit and tax services to investment advisors and pooled investment vehicles such as hedge funds, private equity funds and funds-of-funds. He has experience serving retirement plans and closely-held companies in a variety of industries, including manufacturers, wholesalers, franchises, financial services firms and professional services firms. Prior to joining Withum, Steve was a partner at Walsh, Jastrem & Browne, LLP, which joined with Withum in March 2015.
Steve graduated from Columbia University with a BA degree in economics and also received his MBA degree from Rutgers University. Steve is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and the American Institute of Certified Public Accountants (AICPA). He is also a frequent speaker at various conferences and seminars relating to investment and financial services.
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