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.


  • B.A. from Brown University


  • CFA® charterholder
  • Member of both the CFA Institute
  • Member of the CFA Society of San Francisco

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