BACKGROUND & EXPERIENCE
After completing his bachelor’s degree summa cum laude at Baldwin-Wallace University, Steve went on to obtain his JD and MBA degrees as part of a four-year joint program with the University of Pittsburgh and Carnegie Mellon University. Immediately after graduate school, Steve joined the mergers and acquisitions group of a large industrial manufacturer in Milwaukee, Wisconsin. Steve later moved back home to Pittsburgh and joined the Pittsburgh division of a national health care consulting firm.
Steve joined H2R CPA in 2019, and currently leads all aspects of H2R CPA’s Business Valuation & Litigation Support practice. Steve conducts valuations for a variety of purposes, including estate, gift, acquisition, corporate planning, regulatory compliance and litigation support. He also serves as a financial expert in matrimonial litigation cases. Steve is experienced in valuing companies of all sizes, from lower middle market companies in a variety of industries to professional sports teams, in western Pennsylvania and throughout the U.S.
In August 2020, the National Association of Certified Valuators and Analysts (NACVA) recognized Steve as one of its 40 Under Forty financial consulting professionals.
EDUCATION & LICENSES
- JD – University of Pittsburgh School of Law
- MBA – Carnegie Mellon University, Tepper School of Business
- Bachelor’s Degree in Accounting and Spanish – Baldwin-Wallace University
PROFESSIONAL & COMMUNITY INVOLVEMENT
- National Association of Certified Valuators and Analysts (NACVA)
- Estate Planning Council of Pittsburgh
PERSONALLY SPEAKING
Steve and his wife, Cara, reside in Moon Township. In June 2020, they celebrated the birth of their baby daughter, Luna.
