Steve has 25 years of experience in corporate finance, sell-side equity research, operations, marketing, consulting and has been a founder, advisor, agent, banker, and investor in dozens of companies over the years. This breadth and depth of experience gives him a uniquely integrated perspective on the issues and challenges – as well as the opportunities – affecting his investment banking and advisory clients, and the work that needs to be done to address them. His experience includes personally producing more than $300 million in corporate finance transactions (including private placements, PIPEs reverse mergers, IPOs and M&A) in diverse industries such as government contracting, technology, FinTech, entertainment, healthcare, consumer products/services, B2B, education and real estate.

Steve is a recognized expert in microcap stocks. He is the author of the #1 Amazon Best Selling Book, Microcap Magic, and was Co-Founder and Editor of BullMarket.com‘s Bull Market Microcap Review, a subscription investment newsletter that provided analysis on under-followed microcap stocks. Its +80% average annual return on recommendations made it one of the best-performing newsletters in the country during the time of its publication in 2003-2004. He was also the microcap analyst for independent research firm, Think 20/20, where his published picks averaged almost 100% annual returns. 

Steve has provided top tier advisory work to clients such as America Online, Metrocall (now USA Mobility), Ralph Edwards Productions (creator of classic TV shows Truth or Consequences and This Is Your Life), family offices and many others. He serves regularly on conference panels.  

Steve holds a B.A. from George Mason University in Virginia, which he attended on a baseball scholarship.