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Biography

Steve is a Principal in Wolf’s Advisory Group and the Director of the Regulatory Compliance Team. He also leads the Firm’s New York Financial Institutions Team, where he guides clients through federal and state banking statutes from an operational and legal perspective. Steve joined Wolf in 1996 and has nearly 30 years of experience as a compliance advisor, facilitator, and resource for financial institutions, investment companies, mortgage industry professionals, and broker-dealers. He’s an avid speaker and regularly travels to events to educate members of financial industry associations throughout the country.

Involvement

  • American Bar Association (ABA)
  • Eastern Massachusetts Compliance Network
  • Long Island Bank Compliance Association
  • Massachusetts Bankers Association (MBA) Legal & Regulatory Compliance Committee
  • Massachusetts Bar Association
  • Massachusetts Risk Management Network
  • New Jersey Bankers Association (NJBA) Compliance & CRA Committee

Education

  • Bachelor of Arts in Political Science from Stonehill College
  • Juris Doctor (JD) from Suffolk University Law School