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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 & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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