Prior to co-founding Cerity Partners, Steve was a Senior Portfolio Manager and Principal at Legg Mason Investment Counsel designing investment portfolio strategies for high net worth individuals and families. Before Legg Mason, Steve was a Senior Portfolio Manager and Vice President at Northern Trust, managing assets for high net worth individuals and institutional accounts. Earlier in his career, Steve was a Senior Portfolio Manager & Vice President at Harris Bank.
Steve earned his Bachelor of Arts in Finance from the University of Wisconsin. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.