Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
San Francisco
Client Advisory
Steve is a Principal based in the San Francisco office and has a dual role. His primary focus is providing financial planning and investment management services to private and institutional clients. Steve also collaborates with Cerity Partners Investment Office to implement the firm’s private equity program.
Before joining Cerity Partners, Steve was a member of the Investment Research team at Robertson Stephens Advisors and Hall Capital Partners. He contributed to the firms’ investment strategy, asset allocation, and investment research across the spectrum of both traditional and alternative investments. At Hall Capital, Steve was on the Investment Committee and had portfolio management responsibility for some of the firm’s commingled strategies and clients with specialized absolute return mandates.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.