Steve serves as President of NewEdge Advisors. He has over 30 years of experience in the financial services industry, including a 24-year career at LPL where he was a vital member of the Business Development team. During his time at LPL, Steve had a great impact in growing the firm from 1500 advisors to 16,000 advisors and retired as Executive Vice President, Business Development. Over the past 4 years, he has coached and consulted with many large advisory firms and has witnessed the changes, challenges, and opportunities within our industry, and has strategically led many of these companies through significant growth
Steve graduated from the University of Connecticut with a Bachelor of Science in Finance. He currently resides in San Diego, CA, with his wife of 28 years. Steve is very passionate about travel and has visited over 30 countries across the globe with his family.