As Managing Director of Private Wealth Management, Steve supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions.
Steve has over three decades of experience in the financial services industry. Prior to joining Capital Wealth Advisors in 2025, Steve was Managing Executive Director and led FNB Wealth Management, overseeing strategic and tactical sales and service initiatives across all markets. Previously, Steve served as Managing Executive for Pennsylvania at Huntington Wealth Management overseeing trust, brokerage and investment advisory sales and service. Steve also served as Market Executive in Pennsylvania for National City Wealth Management where he managed the sales for both wealth and brokerage division. Steve started his career as a Wealth Advisor for Mellon Private Asset Management working with high-net-worth customers across the country.
Steve resides near Meadville, PA, where he enjoys his family, gardening, and the outdoors. He’s an avid fly fisherman and hiker, exploring both local trails and mountain paths out west. Steve has golfed competitively his whole life and currently competes in the West Penn Seniors PGA events, representing Butler Country Club. Married to Greta for over 30 years, they have four children: Luke, Olivia, Matthew and Jonathan.
Series 65
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
