Steven has over 25 years of relevant experience in financial services and has completed more than 50 investment banking and merchant banking transactions with a deal value exceeding $10 billion dollars. Steven has a unique combination of financial, operational, regulatory, and transaction experience within the banking and finance, securities, and insurance industries. Prior to joining TAG Financial Institutions Group, an affiliate of the Alberleen Group, Steven established the Financial Services Group of Allegiance Capital Corporation where he contributed and continued the practice he built at Pfife Hudson Group, a New York-based investment bank focused the financial services industry. As co-founder and Chief Operating Officer, Steven positioned Pfife as a leader in life settlements and longevity based transactions, a new asset class, and closed 21 transactions in that space including sourcing and closing the largest acquisition in the industry.
Prior to co-founding Pfife Hudson, Steven was a banker for Hales & Company, a premier financial advisory firm catering exclusively to the insurance industry, and he served two distinct terms as a chief financial officer — one as CFO and Treasurer of Tower Group, Inc., a property and casualty insurance carrier, and another with OTA Limited Partnership a securities broker-dealer where he was involved in the acquisition and financial management of the firm’s broker-dealer, savings and loan and insurance companies.
Steven currently serves as a Director on the Board of Directors of Maiden Holdings, Ltd., a Bermuda Reinsurer formed to provide reinsurance solutions, products, and services to US and European insurance companies. He was formerly a board member of ARIS Title Insurance Corporation and Tower Insurance Company of New York. Steven is a Certified Public Accountant in New York.
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