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2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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Steve draws on decades of experience to come up with thoughtful ways for clients to thrive. He takes a client-centric approach, examining what business owners need to accomplish and how his team can help make that happen. He believes that each business has its own unique story, and consequently require solutions tailored to its individual path to success. To make sure this happens, Steve actively listens to clients to become their trusted advisor, engaging with their needs and forming long-term relationships.

His intellectual curiosity constantly motivates him to take on new challenges — he’s been the digital champion for the region for the past five years, enjoying the connections he’s made and the satisfaction that comes from giving businesses the tools they need to become more efficient. Steve takes pride in how the bank helps local businesses and communities, and is always looking for ways to amplify this success. His own work in the community is part of this drive, and he volunteers for a number of charities, including those targeting hunger and better housing. His love of learning new things extends into his spare time, and he enjoys traveling with his family and exploring different cultures.


·Bachelor’s degree in Finance — University of Connecticut
·Masters of Business Administration — Quinnipiac University
·Masters Certificate — Pacific Coast Banking School, University of Washington


    • Technology Services
    • Emerging Growth Companies
    • General industries
    • Accounting and Law Firms
    • Healthcare & Physician Practices
    • Transportation
    • Manufacturing
    • Professional Services

    • Volunteer, Habitat for Humanity
    • Board and Finance member, United Way of Greater New Haven
    • Volunteer, Closer to Free Bike Ride
    • BOFA CT MSAG chairperson

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.