Steve joined Sage Rutty in 2023, where he works in operations for our Private Client team. Since joining the firm, he has been focused on earning his Series 7, Series 66, and Accident Life and Health licenses while delivering outstanding customer service and preparing documents for advisor meetings.

A graduate of SUNY Brockport with a bachelor’s degree in Finance, Steve is passionate about staying informed in the fields of financial planning and investment, often reading and listening to related content.

Steve and his wife reside in Pittsford, where they enjoy hiking at Mendon Ponds Park, participating in CrossFit, and exploring the vibrant local restaurant scene. Additionally, Steve enjoys teaching beginner guitar lessons at the Rochester School of Guitar in Brighton.