Steve is a Partner and Market Leader for the Florida Region and has over twenty years of experience in the financial services industry. He is responsible for implementing portfolio investment strategies and asset allocation for high net worth and institutional clients. He is a member of the firm’s Investment Committee and the Manager Selection Sub-Committee and oversees the firm’s Responsible Investing Platform.
Prior to joining Cerity Partners, Steve was a Director in Deutsche Bank Private Wealth Management’s New York office. He was responsible for asset allocation and manager review for investment assets in client portfolios. He was also a member of the bank’s Investment Advisory and Trust review committees and served as the program manager for PWM’s Socially Responsible Investing platform.
Steve earned his Bachelor of Arts in economics from Columbia University and holds the Chartered Socially Responsible Investment Counselor designation.
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