As a Partner in our Family Office Services area, Steve provides personal financial and administrative management for clients, including accounting, investment administration, consolidated reporting, and trust & estate administration. Steve’s focus is on improving the client and advisor experience and delivering key outcomes. He brings a wealth of expertise from almost thirty years of working with ultra-high net worth families, including serving as the executive director and co-trustee of a multi-million-dollar family foundation. Steve joined JDJ Family Office Services in 2003 and became a partner in 2005, contributing to the growth of the business until its acquisition by the firm in 2022. Steve earned a Bachelor of Arts degree from St. John’s Seminary College of Liberal Arts, where he graduated summa cum laude. He has received certificates in Human Resources Management from Bentley University and Paralegal Studies from Boston University, and is a Certified Trust and Fiduciary Advisor (CTFA), an Accredited Estate Planner (AEP®), and a Massachusetts Notary Public. Steve has been a member of the Boston Estate Planning Council since 2006, having served on its Board of Directors and on a variety of committees over the years.
