With close to 30 years of industry experience, Steve’s approach to working with clients begins with identifying their unique and complex financial needs.  He prides himself on his ability to evaluate each individual situation and pinpoint the direction that best serves his client's specific interest. He works closely with his team members and leverages their expertise to reach results-driven solutions for his clients. 

Steve seeks to understand clients’ goals, values, and circumstances, and then customize strategies designed to achieve their objectives and help them maintain the financial independence they’ve worked their whole lives to achieve.

Steve also has experience advising institutional clients in conjunction with Wells Fargo Business Development Group.

Steve began his career in 1997 at Smith Barney, and then moved to Belle Haven Investments and became an expert in Institutional Fixed Income.   From there, he formed a Private Wealth Group at Wells Fargo where he manages and advises affluent families as well as Middle Market relationships.

Originally from New Jersey, Steven now resides in Westchester County, NY with his wife Traci and their two children, Jordyn and Dylan. In his spare time, he enjoys spending time with family and friends, golfing, and traveling.

Cody J. Corcoran is a seasoned financial professional specializing in corporate solutions, trade execution, and holistic wealth planning. With a career spanning over seven years in the finance industry, Cody brings a strategic and client-centered approach to every engagement. Since joining Wells Fargo in 2023, he has played a key role in supporting institutional clients with tailored brokerage services, operational efficiency, and long-term financial strategies.

Cody’s expertise lies in bridging the gap between complex market dynamics and actionable client solutions. He is known for his ability to navigate high-volume trade environments with precision, while also offering thoughtful guidance on wealth preservation, retirement planning, and corporate benefit optimization. His work often involves collaborating across departments to deliver integrated financial solutions that align with both individual and organizational goals.

A proud alumnus of the University at Albany, Cody earned his bachelor’s degree in economics before pursuing a master’s in international affairs at the Graduate Institute Geneva in Switzerland. His global academic background informs his nuanced understanding of international markets and cross-border financial considerations.

Fluent in the language of finance and conversational in French, Cody brings a global perspective to his work. Outside the office, he enjoys hiking scenic trails, cultivating his garden, and passionately supporting the New York Knicks.

Chad is a Registered Client Associate with Wells Fargo Advisors.  He has a strong background in client service and financial operations from prior experience as an Investment Advisor Representative. Chad plays a vital role in delivering high-quality service by facilitating client interactions, handling account-related operations, and supporting the team’s workflow with precision and care. Chad holds a degree in economics from the University of Wisconsin-Madison.

Niduka has been a dedicated Client Assistant with Wells Fargo for 3 years. Niduka takes pride in supporting clients with precision, responsiveness, and a strong commitment to service excellence. With a keen understanding of financial operations and client relationship management. Duke is known for reliability, professionalism, and a proactive mindset. Duke holds a bachelor’s degree in business administration with a minor in Finance from Montclair State University, bringing a strong foundation in financial principles and business to the team.