Steven received his Bachelor of Science in Business Administration, with a concentration in Finance, from the State University of New York at Albany. He received his Advanced Insurance degree from the Wharton School of Business and his Trust and Estate Practitioners designation from the Society of Trust and Estate Practitioners (STEP).
Steven plays a central role in advancing Waxman Lawson Financial leadership in the Private Placement Life Insurance (PPLI) marketplace and is in charge of the Firm’s expansion in the NY, NJ and CT area. He also works with clients and their advisors to implement M proprietary life and disability products since off-the-shelf products may not meet the needs of Ultra High Net Worth Clients. He advises both domestic and international families and their advisors on the efficient use of private placement life insurance and annuities to help enhance after tax yields on their investments.
He is a successful marketer and relationship manager with more than 20 years of experience in the financial services industry. His leadership and dedication to help improve performance and results is well known in the advisor community.
Steven educates his clients and the financial services and advisory community. He has been published in and cited in Trust & Estates Magazine. He has addressed the American Bankers Association. As a member of the National Association of Estate Planning Speakers Bureau, he has addressed over fifteen Estate Planning Councils around the country. He has also addressed the NY, NJ and CT CPA Societies on multiple occasions. Additionally, Steven is on the STEP Presentations Committee. Steven has also presented at the NYSSCPA FAE International Tax conference.
Steven, guided by the book “Blue Ocean Strategies”, (Harvard Business Press) helps advisors create market niches for their new business development plans.
Steven, his wife and two sons recently moved from New York City to Chappaqua, NY. Steven enjoys playing tennis, skiing, and ping pong with his family and is currently training for the Dana Farber Cancer Institute Pan Mass Challenge.