CEO

Education:

University of Massachusetts – Financial Management

Biography:

Steven is a third generation insurance professional. His insurance career started with his father in their small, family insurance agency in 1975 after graduating from the University Of Massachusetts at Amherst with a Financial Management degree. He is a licensed insurance agent/broker/producer in 12 states and holds the professional designation of Certified Insurance Counselor.

Steven has led the firm through acquisitions of several agencies as well as setting the tone for organic growth. In 1990 he became President of the company. Property & Casualty premiums in 2017 exceeded $30,000.

In addition to leading the agency, he is also an insurance educator and insurance industry technology expert. He serves the insurance industry in leadership positions on various national committees (ACT, ACORD, AUGIE and NetVU), often lecturing at insurance conferences around the country.

Steven’s client work is with the firm’s larger, more complex accounts. His strong, broad business and finance background provide him with the professional tools to be a trusted advisor and risk manager for clients in the Retail, Wholesale, Real Estate, Professional, Technology and Biotechnology sectors.

In 2016, Steven led negotiations with potential M&A partners, ultimately selecting private equity backed Acrisure LLC of Caledonia MI. One of the key reason he selected Acrisure was their commitment to leave local management in full operational control of the agency.

In addition to his insurance industry work, Steve servers on the boards of various local volunteer and civic groups, including the New England division of The Jewish National Fund and Treasurer of Temple Beth Avodah in Newton.