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Founder, Chairman & CEO


Office: San Francisco
Email:

Steve's thirty-five years of professional experience working with individuals as well as private and public businesses has touched almost every area of the firm's practice areas of accounting, tax, consulting, and wealth management. His services have included audits and reviews of financial statements, implementation of computer and accounting systems, preparation of forecasts and budgets, litigation support, bankruptcy consultation, valuations, and business plan and loan package development. In addition, he has consulted with management concerning SEC requirements, mergers, reorganization and acquisition of businesses, and negotiation of venture capital financing.

Professional Affiliations



Board of Directors — Presidio Bank
Board of Directors — San Francisco Chamber of Commerce
Board of Directors — SF Center for Economic Development
Board of Directors — Riordan High School
Board of Directors — San Francisco School Alliance
Board of Directors — Bay Area Council
Board of Directors — The Leading Edge Alliance
Member — American Institute of Certified Public Accountants (AICPA)
Member — California Society of CPA's (CalCPA)
Former Chair — Fiscal Advisory Board of the San Mateo/Foster City School District
Former Board of Directors — Carey School
Former Board of Directors — St. Francis Hospital Foundation
Former Board of Directors — Hillsborough Little League


Education



MBA — U.C. Berkeley
BS/Business Administration — U.C. Berkeley
Graduate of Leadership San Francisco


Interesting Tidbit



A man of many traditions and annual events, including 36 consecutive years backpacking with friends, 35 of the last 37 CAL vs. Stanford Big Games, and 39 consecutive Giant's Openers! Homeroom monitor in 8th grade.