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Steven D. Halpern

Steven D. Halpern
About Steven

Steve has over 25 years of professional experience and has dedicated his practice to providing accounting, auditing, advisory and consulting services to financial institutions throughout the region. He is a graduate of University of Delaware and has a Bachelor of Science Degree in Accounting.

Steve is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the Financial Managers Society.


Steve is a leader on YHB’s financial services team. In this role, Steve is responsible for assuring the highest quality service to YHB’s community bank and credit union clients.

His specialties include: 

  • Financial Statement Audits
  • Public Company Audits
  • Supervisory Committee Audits
  • Internal Audits
  • SEC Financial Reporting
  • Temporary CFO Services
Other Interests

Steve has completed Maryland Bankers School and was President of the 1997 graduating class. He also served on the Board of Directors for Federal Hill South Neighborhood Association and Glenwood Life Counseling Center. 


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What Clients are Saying


“Steve does a great job and is always available for us to bounce ideas around.” – Renee L.