Steven M. DiGregorio, President, Sr. Portfolio Manager
Steven is a financial planner, estate planner and wealth strategist with 29 years of experience consulting and advising affluent clients. He has deep experience developing client-centric, consultative, financial planning & investment management solutions for professionals, senior executives and affluent families across multiple generations. His specialties are retirement planning, income distribution planning, executive compensation and employee benefits plans – 401(k), 403(b).
A supporter of the American Heart Association, Miles for Hope Breast Cancer Awareness and the Juvenile Diabetes Association, Steven also has a particular passion for personal health & wellness and participates in various runs and triathlons throughout the region.
Steven holds a Bachelor of Science in Business Administration and a minor in economics from the State University of New York at Plattsburgh. He also studied at the American College for Financial Planning.
Steven is also an Investment Advisor Representative with Spire Wealth Management, LLC and a Registered Representative with Spire Securities with offices at 100 Stony Brook Court Newburgh, NY.