As a partner and industry leader of our Private Client and Family Office Group, Stephen focuses on advising privately held companies and high net worth families on business planning and operations, as well as accounting, auditing, and tax planning and compliance. Industries he serves include real estate, manufacturing, distribution and hospitality.
Stephen assists privately held companies with the development and implementation of succession plans and effective strategies for maximizing enterprise value. In addition, he assists company owners with strategies for acquisitions and divestitures.
Starting his career with the Boston office of KPMG LLP and then joining a regional firm as partner, Stephen advanced to the role of Chief Financial Officer/Treasurer of a telecommunications company, and later became its president. He worked at Friedman, Suvalle & Salomon prior to its merger with blum in 2014.