Steve Malbasa
Back

Steve Malbasa

Partner
Steve is a Partner in the Cleveland office and has thirty-five years of experience as an executive in the financial services industry, specializing in all facets of the corporate retirement sector. Steve serves on Cerity Partners’ Personnel Development.

As a Retirement Plan Advisor, Steve works with company decision-makers to coordinate the design and implementation of qualified retirement plans for employers and their employees.

Prior to joining Cerity Partners, Steve was Director of Retirement Plan Services at Spero-Smith Investment Advisers in Cleveland. Previously, he served as a senior executive in Los Angeles with the Capital Group Companies, a private investment management firm, where he managed the retirement effort for the American Funds.

Steve is a board member of the Aspire II Nav Foundation, which he co-founded with his wife and whose mission is “to help people in need navigate through the headwinds of life.” Previously, he was a member of the Board of Trustees of Ohio Northern University and American Funds Distributors. He also has served as President and Director of Northeast Cleveland Little League, and President and Director for the Northeastern Ohio chapter of the Make-a-Wish Foundation. He is a graduate of Ohio Northern University.

We’d love to hear from you!

Complete the form below or call one of our offices.

!
!
!
!
!
!

Please check the field marked with "!" for errors.
Thank you for contacting Cerity PartnersWe will be in touch shortly.

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

65 E Wacker Pl
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626