Steve retired in 2016 after a series of roles as the top tax executive at several global companies including Syneos/inVentiv Health and Gillette, both Boston-based. Prior to that he was a tax consultant first as a Big Four accounting firm Partner in Atlanta and Stamford, CT, leading the tax practice in the latter location. In between he spent three years in Warsaw, Poland establishing the firm’s tax practice in that developing market economy and evolving western tax system. Later as a Managing Director with the court-appointed firm in charge of the liquidation of Lehman Brothers, he supervised its tax affairs for the first 18 months post-bankruptcy filing.
After two years of wandering and traveling, with Seattle as their base, Steve and his wife Anne became Arizona residents in 2018, occupying their Fountain Hills home they had purchased in 2012 as a vacation rental property. Their two adult, married children eventually both settled in the West, solidifying the family’s westward migration. They still sail the Long Island Sound in summers aboard “Levity”.
Steve served his church in various volunteer roles and was active in several professional tax organizations including the American Institute of CPAs, serving on its national Technical Resource Panel for International Tax. He was a Trustee of Elmira College for many years sitting on its Executive Committee, and then in retirement returned to the Board initially as Chair of its Investment Committee, and then Chair of its Turnaround ’20 Special Committee, a committee with full Board powers, dealing with the college’s dire financial condition, in what was a full-time unpaid job for a year.
Steve obtained his CPA after graduating from Duke University as an accounting and economics double major. He received his MBA in finance from the University of Chicago.