Steve is a partner with Deloitte’s investment management practice, based in New York. Steve has more than 15 years of experience, serving as a trusted advisor to hedge funds, private equity firms, investment managers, and other financial institutions. Steve works closely with clients across the financial services sector to deliver global tax compliance, tax provision services (both audit and non-audit) and tax planning support. Prior to joining Deloitte, Steve worked in the financial services practice at PwC, working closely with financial services clients, leading compliance engagements, supporting financial statement audits, as well as special projects, including IPO transactional support and readiness engagements. In addition to his experience with investment funds, Steve worked with clients across industries with respect to FATCA and information reporting matters. In this role, Steve led PwC’s information reporting efforts in the US for insurance and nonfinancial companies, in addition to his work with investment managers.