Steven joined Boston as part of the acquisition of Fedelta in May 2023. His role is primarily focused within client services, overseeing client affairs and transactional events which requires involvement in a range of areas that are fundamental to the provision of fiduciary services, such as accountancy, administration, investment, legal and tax.
In addition, due to ever changing regulatory requirements, Steven is also involved in other areas of the business including risk management and overseeing responses to tax initiatives and legislation changes.
He has worked in the financial services industry for over 25 years, is a member of the Society of Trust and Estate Practitioners and completed the Diploma in International Trust Management with Distinction.
Steven is married to Gemma, has four daughters and a dog. In his spare time, he coaches a local U14’s girls football team (in which two of his daughters play) and, when time allows, rides the MTB trails in the hills and plantations of the Isle of Man.