Client and Corporate Services

Biography

Steve is a Senior Associate in the Louisville office, where he is responsible for supporting the firm’s compliance program. His responsibilities include, but are not limited to, providing support in the areas of technology and administration.

Prior to joining Cerity Partners, Steve served as a Compliance Specialist at ARGI Financial Group. Before ARGI, he was employed by PNC Bank as an anti-money laundering and fraud investigator. Previous roles also include time spent as a Compliance Specialist and Senior Risk Assurance Officer at Travelex, N.A., a money services business and currency exchange company.

Education

  • B.S. in Asset Protection Management from Eastern Kentucky University

Highlights

  • Certified Fraud Examiner

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.