Steve joined The Spaulding Group (“TSG”) in October 2012 to head up sales in the Western Region. Prior to joining TSG, he spent over 12 years working for another global verification firm where his responsibilities included business development, marketing, client service and consulting with and verifying investment advisors claim of GIPS® compliance throughout North America, Europe, and South America.
In addition, Steve has spoken globally on the topic of GIPS compliance and has been published in a number of industry journals and newsletters. Steve received a B.S. in Accounting from Boston College and is an Expert Level CIPM candidate.