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Managing Director, Applied Insights
Stephen’s Full Bio | Stephen's Speaker Bio
Steve began his 30-plus year career in the financial-services industry focusing on retirement-plan design, IRS/DOL compliance solutions, participant/employee education, and distribution strategies. Today, he uses MIT AgeLab research to help financial professionals and their clients anticipate and overcome the challenges of aging and retirement challenges. This took on a whole new meaning for Steve after he suffered a stroke in 2018. Experiencing his own unforeseen, life-changing event brought home the importance of preparing clients for the unexpected.
5 Things About Steve
Steve and his wife, Sandy are the proud parents of two grown children. Their son recently completed a five-year tenure with United States Marine Corps, while their daughter currently works in the MIT Open Learning division.
A big thoroughbred racing enthusiast, he can answer almost any question about the horses and their jockeys running the Triple Crown.
He’s a pool-fitness instructor for members with disabilities within his local YMCA’s Partnership Program.
What’s Steve biggest passion: helping advisors and clients prepare for life’s amazing, yet often unpredictable, journey.
Steve’s grateful for the opportunity to work with all the gifted people he encounters in his travels.
Contact your Hartford Funds advisor consultant or field specialist for Steve's availability.
Applied Insights Team Page
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
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