Our Team: Steven R. Sarcione, CTFA, AEP®
Steven R. Sarcione, CTFA, AEP®
Co-Founder and Partner
Steve’s focus is personal financial and administrative management for his clients, including accounting, net worth reporting, and trust & estate administration. He brings a wealth of experience from his work with ultra-high net worth families, including serving as the executive director and co-trustee of a multi-million dollar family foundation.
Steve joined JDJ in 2003 and became a partner in 2005. After JDJ’s merger with Rothstein Kass in 2012, Steve served as a director of the Rothstein Kass Family Office Group. In 2014, Jamie, Steve and Doreen co-founded JDJ Family Office Services.
Steve holds a Bachelor of Arts degree from St. John’s Seminary College of Liberal Arts, where he graduated summa cum laude. He received certificates in Human Resources Management from Bentley University and Paralegal Studies from Boston University. He is a Certified Trust and Fiduciary Advisor (CTFA), an Accredited Estate Planner (AEP®), and a notary public. Steve has been an active member of the Boston Estate Planning Council since 2006, having served in leadership roles and on a variety of committees.
Questions? Contact us to learn how JDJ can make a difference in your life.