More about Bruce and Stephen
About Bruce
I grew up in Collinsville, Massachusetts on the New Hampshire border. Collinsville was a small town, just 1 blinking light, 1 local store (where I delighted in purchasing penny candy), a textile mill long out of business, a two story wooden grade school and my Sunday job was pumping air for the church organ of my Dad's church.
Our family then moved to Long Island where I ran track at Babylon High School and lived on Long Island until 1986. A paper route (Newsday) was my source of income in High School. My Military service was spent in the Coast Guard for 4 years and then started in the financial services industry.
I married my High School sweetheart Flo in 1961 and our family now consists of two children; Amy and Rich, and four grandchildren; Jason, Bryson, Tyler and Jessica. We left Long Island in 1986 and moved to San Antonio. I thoroughly enjoy living in San Antonio and my interests include my family, my church (Community Bible Church), water gardening, landscaping that attracts butterflies, and racquetball.
About Stephen
Steve started his financial career in 1980 with Merrill Lynch and completed their highly coveted training program. He remained with Merrill as an account executive for seven years. After that Steve founded Northeast Securities, Inc. in 1989 and served as CEO for 27 years until he sold his firm in 2017.
Steve is heavily licensed in the financial services industry with the following securities designations:
- Series 4 General Options Principal
- Series 7 General Securities Representative
- Series 15 General Foreign Currency Principal
- Series 24 General Securities Principal
- Series 27 Financial and Operational Principal
- Series 53 Municipal Securities Principal
- Series 63 Uniform Securities Agent State Law Exam
- New York State Life and Health
Steve served as President of the Long Island Broker Dealer Association which had over one hundred members. He kept this position for two years. This position helped other financial professionals deal with complex industry issues. Steve also served for two years on the NASD Nomination Committee which gave a voice to small broker dealers.
Before starting his financial career, Steve graduated from Arizona State University in 1978 with a Bachelor's of Science degree in marketing.
Most importantly, Steve loves being a grandfather. Along with spending time with his grandchildren, he enjoys bass fishing and golfing. Steve has taught Sunday School for children for over 10 years and served as an elder at his church for five years.