As Director of Research and Portfolio Management, Steven’s responsibilities include the research and analysis of securities, and the design of risk adjusted portfolios. He conducts extensive, hands-on research, while continuously refining our proprietary research methodology, The ResearchEdge®.

Steven also serves on the firm’s Research and Investment Management Committee, and is responsible for the oversight of the firms operations and management, as well as business development and client relations.

Frequently quoted in the national and local press and media, Steven’s articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, CNBC’s “MSN Money,” and more. In addition, he has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker.

Steven is married with two children, Benjamin and Samantha, and runs our Beverly, MA office.