With over 20 years of experience in the financial services industry, I am the co-founder and managing partner of Statera Advisors and Statera Retirement. Since 2018, I’ve focused on helping individuals prepare for a confident retirement by building personalized income strategies that analyze current holdings, identify risks, and strengthen long-term financial positioning. At the core of our work is the Statera Method: a modern approach to retirement planning that goes beyond investment returns to address critical risks like longevity, inflation, and market volatility, helping clients build sustainable income plans tailored to their unique goals.

Throughout my career, I’ve held senior roles in financial institutions, beginning as Vice President of Default Swaps at ICAP and later serving as Senior Vice President at BGC Partners. I’ve also worked closely with clients as a financial professional at Garrison Advisors, LLC, bringing a hands-on approach to retirement planning and wealth management.I hold a bachelor’s degree in economics from The Johns Hopkins University and an MBA from Fordham University’s Graduate School of Business. I am a CERTIFIED FINANCIAL PLANNER™ Professional.

Outside of my professional life, I’m committed to civic involvement as Vice Chair of the Zoning Board of Adjustments and enjoy giving back as a varsity lacrosse coach at Parsippany Hills High School. Say hello here on LinkedIn or send me an email at Steve@Statera-Advisors.com. 

Education

The Johns Hopkins University (Bachelor's degree, Economics), Fordham University (MBA)