Steven is a Director of Client Advisory in Pathstone’s Atlanta office. With over 15 years of experience in the Tax and Accounting industry, Steven has worked in partnership, fiduciary, & individual income taxes as well as For Profit Family Offices and estate and wealth planning. Steven is passionate about client service and about creating meaningful value in time savings and financial savings with creative and efficient strategies. He serves on our client advisory team and internal private aviation team supporting the financial needs of his clients.

Before joining Pathstone, Steven worked at public accounting firms in the Atlanta region primarily serving ultra high net worth families and their tax and accounting needs. He began his career with EY in their high net worth individual tax group serving former Fortune 500 CEOs and successful entrepreneurs.

Steven holds an undergraduate and masters degree in Accounting from the University of Georgia. He has been a practicing Certified Public Accountant since 2013.

Steven is married with three wonderful daughters. He enjoys assisting with their homeschool education and attending many ballet performances. Steven and his family enjoy a love of reading, hiking & biking in the Georgia woods and watching college football.

Pathstone acts solely in its capacity as a registered investment adviser and does not provide any legal advice. Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting and will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.