Steve spent 14 years as Managing Director of Wealth Planning for PNC Wealth Management, with national responsibility for the strategic direction and delivery of estate and financial planning advice for high net worth clients. As part of this role, he was the primary architect and leader for PNC’s highly-regarded Wealth Planning Group, which grew to 100+ planning specialists, comprised of attorneys, CPAs, and certified financial planners.
A former trusts and estates attorney at one of New Jersey’s largest law firms, he served as an adjunct professor of Business Law for six years. He is the author or co-author of 13 articles for professional publications, has extensive experience as a professional speaker, and has been quoted by, and appeared in, major media outlets.
Steve is also Co-Founder and President of Syncopate Advisors, LLC, a speech and communications consulting firm, as well as a member of the coaching team for The Oechsli Institute based in North Carolina.
Steve left college for three years to study drums and percussion in New York with renowned teachers, Henry Adler and Morris Lang (New York Philharmonic), both of whom are members of the Percussive Arts Hall of Fame. He continues to play professionally in theaters, big bands, and cabarets.
As a self-described “baseball fanatic,” I continue to play shortstop in hardball leagues across the Delaware Valley.
J.D., 1992, Rutgers University School of Law – Camden
B.A., 1983, History, Rutgers University – New Brunswick
Steve is admitted to practice in New Jersey and Pennsylvania
Honors and Affiliations:
Dean’s Scholar, Rutgers University School of Law – Camden
Teaching Assistant for Legal Research and Moot Court
Peer Reviewed Publications:
Optional Wealth: Selected Strategies for Exercising Stock Options, Journal of Estate Planning, Jan 2003
The IRA Double-Tax Trap: The Private Foundation Solution, Journal of Estate Planning, Aug 2002
From Success to Significance: Charitable Planning Strategies . . . with a Twist, Journal of Practical Estate Planning, Dec 2001
Selected Strategies For Dealing With Non-Diversified Wealth, Estate Planning, Dec 2000
New Jersey State Bar Association
Philadelphia Estate Planning Council
Estate and Financial Planning Council of Southern New Jersey
Board Member: Philadelphia Shakespeare Theater (2009 – Present)
Professional Musician: Drums, Xylophone, Timpani