Steve is Managing Partner at Perago Partners LLC, a wealth strategy consulting firm to families and family offices. Prior to forming Perago, Steve was a co-Founder and Managing Director of SCS Financial Services, LLC in Boston, a wealth advisory firm with $17 billion in assets under management. Earlier in his career, Steve was an Executive Vice President and Board Member of Atlantic Trust Company, N.A., and spent several years in private law practice. Steve holds the Chartered Financial Analyst and Certified Financial Planner designations.
Steve’s nonprofit experience includes serving as founding board chair at LIFT-Boston, advisory council member at Project Hope, and board member at Zoo New England.
Steve holds a B.A. from Boston College, an M.B.A. from Fordham University, and a J.D. from the Columbus School of Law at the Catholic University of America.