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, 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.
He is also a frequent speaker at various conferences and seminars relating to investment and financial services.
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 […]
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 […]
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 […]