Steve Herskovits

Credentials:
  • AWMA®

Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies

Languages: English

Steve Herskovits, Financial Advisor, graduated from Lehman College in 1974 with a BA in Political Science; he then went on to graduate from Columbia School of International Affairs with a Masters in International Affairs specializing in Economics in 1977. He began his career on Wall Street in 1984 with Prudential Bache Securities. In 1990, he moved to Oppenheimer and Co. where he was in a select group chosen to represent the firm in their Omega Money Management Program. In 1995, Steve joined Janney Montgomery Scott, LLC as Vice President of Investments. In December 1996, after completing an exhaustive examination, he became one of the few brokers to join the JMS Compass Program as a Portfolio Manager. In 2010, Steve completed the wealth management certification program at The Wharton School. This earned him the designation of AWMA (Accredited Wealth Management Advisor). Steve joined MetLife in December 2011 as an Investment Advisor Representative. Now as a Financial Services Professional for Blue Ocean Wealth Solutions, A Member of the MassMutual Financial Group, Steve continues to specialize in helping clients attain their financial vision by utilizing a diversified portfolio. 

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Blue Ocean Wealth Solutions

Main Office

2200 Northern Boulevard Suite 200
East Hills, NY 11548

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