Steven is a Financial Advisor and Senior Vice President with the Wood Group at Morgan Stanley. Steve is responsible for the portfolio construction and monitoring of our clients. Steve focuses on securities valuation, asset allocation, portfolio evaluation and performance measurement. Steve also performs extensive investment advisory relationship due diligence and alternative investment analysis.Prior to joining Morgan Stanley at the end of 2008, he spent seven years at Merrill Lynch as a Senior Member with the Wood Group. He also spent five years as a Senior Vice President and Portfolio Manager with Fleet Investment Advisors where he managed a balanced portfolio within the Private Banking Division for the bank’s trust, discretionary investment and retirement accounts. Additionally, Steve has worked as a Portfolio Manager and Securities Analyst for Kaplan, Choate & Company in New York City (1992- 1996) where he managed or co-managed over $600 million in assets.Steve holds a B.A. in History from Syracuse University (Phi Beta Kappa) and an MBA from New York University – Stern School of Business. He is Series 7, 31, 63, and 65 FINRA licensed. He also holds insurance and long term care licenses.Steve and his wife have two children and live in New Rochelle, NY. He enjoys golf, basketball, traveling and country musicInterests: Golf, Horse Racing and Travel