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Steve is a Partner and oversees the Mill Valley office.

Prior to joining Cerity Partners, Steve was the Co-Founder, President and Chief Executive Officer of Brouwer & Janachowski. He was responsible for the company’s vision, mission, culture, and strategic growth plans, as well as the company’s mergers and acquisitions strategies. He served as a member of the company’s Portfolio Management Group, Executive Committee, and the Investment Committee. Steve also served as a Director and Chair of the Governance Committee for National Advisors Holdings and National Advisors Trust Company, the Nation’s first independently owned national trust company.

Steve is co-author of Mutual Fund Mastery published by Times Books, and has commented on investment strategy and personal finance for The Wall Street Journal, Barron’s, Forbes, The New York Times, The Los Angeles Times, The San Francisco Chronicle, and Investment News. He is a graduate of the University of Chicago.

 

 

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