Alchemi Wealth Management LLC is an independent Registered Investment Advisor (RIA) in the Commonwealth of Massachusetts. I work for my clients by providing comprehensive financial planning & investment management solutions. As fiduciaries, our objectives are always aligned with our clients' best interests. Alchemi Wealth Management LLC's team consists of financial professionals that work together to help our clients identify & achieve their version of financial success. We assist clients by helping them with the creation and implementation of their financial plan, with a customized investment approach tailored to each clients' risk-return profile. As First Vice President, Steve's principal business is that of an Investment Advisor Representative and provider of financial planning services. Steve is also a licensed life insurance agent in Connecticut, New Jersey, and California. As a fiduciary, Steve will only make a recommendation to purchase insurance when it is in the client's best interest. Insurance agents may also be paid based on services provided. Additional information about Alchemi Wealth Management LLC is also available at the SEC’s website www.adviserinfo.sec.gov/ (select “investment adviser firm” and type in our firm name or our CRD #297586). Results will provide you both Part 1 and 2 of our Form ADV.- Investment Advisor Representative (CRD#: 7458571)- Life Insurance Professional (License#: 20191425)

Holistic financial planning & investment advisory services offered through Financial Resources Group LLC, an independent Registered Investment Advisor (RIA)- Investment Advisor Representative (CRD#: 7458571)- Life Insurance Professional (License#: 20191425)

Full service licensed residential Realtor covering Central Connecticut

- Evaluate creditworthiness of existing and new potential borrowers across a variety of industries by conducting due diligence, including: independent research, analyzing third party and industry reports, financial modeling, and financial analysis to support middle market leveraged lending for private equity sponsors- Recommend transactions to Investment Committee by presenting live the key risks, mitigants, and transaction rationale - Underwriting experience includes LBO and M&A, Recaps, Re-finance, Incremental Line Increases, Capex Investments, with advanced knowledge in Cash Flow loans for US/Canadian mid to large cap borrowers and sponsors- Forecast free cash flows by modeling projected financial performance and working capital/capex needs, establish covenant requirements, and identify sources and uses of cash for transactions- Monitor operational and financial performance of borrowers, ensure covenant compliance, and sufficient liquidity through enterprise asset management systems and deal specific performance trackers- Manage and develop relationships with clients and the Sponsor to develop trust and foster open communication- Support credit, capital markets, and deal teams with structuring, pricing and fees, and negotiation of legal documentation

- Strategy, Innovation & Global Competition (Spring 2013)- Private Equity: Leveraged Buyouts (Spring 2018; Fall 2018)

4th rotation – CFO Analyst, GE Corporate, Fairfield, CT3rd rotation – FP&A Analyst & Special Projects, GE Germany Energy, Frankfurt, Germany2nd rotation – CFO Analyst, GE Licensing, Albany, NY1st rotation – FP&A analyst, GE Asset Management, Stamford, CT

• Co-Captain and Treasurer for two seasons

GE Investor RelationsFMP Intern - Analyst