Steve counsels insurance and financial services companies and various insurance distributors.
Some of his work includes variable and fixed life, annuity and health insurance providers—on the complexities of state insurance regulatory law. A member of Eversheds Sutherland (US)'s financial services practice group, Steve focuses on regulatory matters, including sales and market conduct, product development, preparation and filing, producer licensing and appointment, agent compensation, corporate governance, corporate transactions, business agreements, investments, claims, litigation and reinsurance.
Steve also advises in matters relating to forming, licensing, regulating and operating life insurance and annuity companies and their products—with a heavy concentration on New York law. Steve has been in private practice for more than 25 years. Prior to joining Eversheds Sutherland (US), he served as vice president, general counsel and secretary at a New York-based, 50-state licensed life insurance company. Steve was also general counsel for a New York state life insurance company trade association and assistant general counsel for a New York life insurance and financial services company.
Member, American Bar Association
Member, New York State Bar Association
Member, Connecticut Bar Association
- Connecticut
- New York
- State and Federal Courts
- B.S., magna cum laude, State University of New York at Albany
- J.D., Albany Law School of Union University
Latest Insights
- InsightsNAIC Life and Annuities (A) Committee adopts amendments to Actuarial Guideline 49-A
- InsightsNAIC Indexed Universal Life Illustration Subgroup solicits comment on options to revise Actuarial Guideline 49-A and to open NAIC Life Insurance Illustrations Model Regulation (#582) to revision
- InsightsNAIC’s LATF solicits feedback on options to address concerns related to AG 49-A
Latest News
- NewsEversheds Sutherland Advises Empower Retirement in $2.35 Billion Acquisition of MassMutual Retirement Services Business