Steve is a Partner in the Boston Office and a member of the firm’s Wealth Management practice. Steve has over 25 years of experience working with high net worth individuals and families, listening to and helping them discover and clarify their goals and how to achieve them.
Prior to joining Cerity Partners, Steve was a Partner at Daintree Advisors since 2010, providing family office services to some of the firm’s wealthiest families. He also served on Daintree’s Investment Committee.
Previously, Steve was a Regional Managing Director at Calibre Advisory Services, a multi-family office of Wachovia Bank and later Wells Fargo Private Bank. In 1995, Steve co-founded Tanager Financial Services, a multi-family office, which was sold to Wachovia in 2004.
Steve received a BA from the University of North Carolina, earned an MS in Finance from Boston College, and an MDiv. from Fuller Seminary. In addition to being a CFA® charter holder, Steve holds the CERTIFIED FINANCIAL PLANNER™ certification.
Steve is passionate about wine and sharing it with friends in his 210-year-old New England home. He is a Chevalier and Officier in La Confrerie des Chevaliers du Tastevin, an international Burgundy wine society, serving as Prévôt of the Sous-Commanderie du Massachusetts. Steve also serves on the Board of Managers for Barrel House Z, a local craft brewery.
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