Get to Know Me

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, regulated investment companies, private equity funds and funds-of-funds.

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Steve is a frequent speaker at financial services-related conferences and has also authored articles on topics relating to the investment management industry

Latest Thinking

SEC Division of Examinations Releases 2021 Examination Priorities

Share The SEC Division of Examinations (the “Division” and formerly known as the Office of Compliance Inspections and Examinations) has released its 2021 Examination priorities. A recap of 2020, as […]

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Senate Passes $2.2 Trillion Economic Stimulus Package Pending House Vote

Share The U.S. Senate has approved a $2.2 trillion economic stimulus package to combat the economic effects of the COVID-19 virus. The Senate vote was 96-0. The House is expected […]

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SEC Office of Compliance Inspections and Examinations - 2020 Examination Priorities

Share Examination Priorities We recently discussed a recap of the SEC Office of Compliance Inspections and Examinations (OCIE) 2019 examination results. In this follow-up segment, we discuss OCIE’s 2020 examination […]

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