Steven has been a leader in the Insurance industry for over 25 years. Over the past 10 years Steven co-founded and built the Private Bank Insurance Team within the HSBC Global Private Bank, providing a wide variety of Insurance solutions and assistance to Ultra-High Net Worth Clients throughout the world.
Steven’s Insurance expertise spans Personal Lines, Highly Regarded Art and Automobile Collections, Mega-Yachts navigated worldwide, Private Jets, Kidnap and Ransom, High Income Disability, and Complex Life Insurance Structures in international scope.
Steven’s broad base of insurance experience and knowledge has enabled him to become the Trusted Advisor and lead insurance resource to Family Office Managers, Private Equity Firms, Estate Planning Attorneys, Investment Advisors and CPAs.
Steven started his insurance career with Allstate Insurance Company in 1987, founding his own Allstate agency and growing the business over 30% annually for 8 years. The agency was top in the regional in customer retention and loss ratio. Steven successfully sold the agency and moved on to Merrill Lynch to gain a strong knowledge of the financial markets.
Armed with strong insurance and financial experience, Steven joined JPMorgan Private Bank’s Insurance Team as an advisor to clients with net worth of tens of millions to multiple billions. Within a year and a half Steven was named Vice President and Sales Manager of the JPM Private Bank Insurance Team.
In 2006 Steven accepted an offer from HSBC Private Bank along with three other top members of the JPM Private Bank Insurance Team to create and build the same structure within HSBC’s Global Private Bank. As Vice President and Sales Manager, Steven built the insurance referral network within the private bank, working directly with Relationship Managers, Trust Advisors, and Business Heads.
Steven earned a Bachelor’s degree in English with a double minor in Economics and Business Administration from Susquehanna University in Selinsgrove, Pennsylvania. Steven remains extremely active in his community by leading projects for Special Olympics and a local camp for underprivileged children. Steven has also been a mentor with Big Brothers Big Sisters for 10 years
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