Clients & Partners

Freedom 365
Taploy Ltd.
Risk Cooperative

“I have known and worked with Steve over the last decade, helping organizations manage and mitigate complex global risks. Steve has consistently brought an innovative, and solutions focused approach to build operational resiliency, as well as add value and new revenue streams to their customers. Our work together has led to the creation of leading-edge insurance and risk transfer solutions deployed across international markets.”

Andres Franzetti, CRM
Chief Executive Officer
Risk Cooperative

Knighthead Annuity & Life Insurance

“Steve has built an outstanding record of service to his clients, colleagues and business partners. His investment knowledge, relationship management skills and commitment to the highest levels of business ethics are second to none. We are pleased to count Steve as one of our business partners.”

Gary M. Dombowsky
Chief Executive Officer & Director
Knighthead Annuity & Life Assurance Company

clements worldwide

“I’ve known Steve for many years and always been impressed by his ability to find scalable and sustainable solutions to specific challenges faced by the credit union industry. He’s a problem solver looking to bring innovative solutions to help credit unions meet the needs of their members.”

Pablo DeFilippi
Senior Vice President, Membership & Network Engagement

Messick Lauer & Smith, P.C.

“I had the pleasure of working with Steve as an outside legal counsel when he was at the United Nations Federal Credit Union. Steve has an entrepreneurial mind that constantly examined opportunities to better serve his customers and to create value. He approached and overcame problems with creative solutions. When Steve called me to talk about a new idea, I knew it would be unique and well thought out.”

Guy A. Messick
Messick, Lauer & Smith, P.C.

Stuart Levine & Associates, LLC
US-China Partners, Inc.
KII Consulting

Contact Us

For more information, please call 516 612 9587 or email: