Steve joined Cerity Partners with an array of financial services experience. He began his career in retail banking and financial advisory where he managed client relationships and provided financial planning services to high net-worth clients at JPMorgan Chase and Fidelity Investments. After four years, Steve moved into an Investment Associate role at the Ford Family Office, where he was responsible for investment analysis, portfolio management, and financial planning. Steve has also provided consulting services to early-stage companies, where he advised them on business planning, company structure, and capital needs.
Steve received his Bachelor of Science in Business Administration from Ferris State University and his Masters of Business Administration from the Kelley School of Business at Indiana University.