Steve is a Partner in the New York office and has over eighteen years of experience in the financial services industry. He is responsible for portfolio investment strategies and asset allocation for high net worth and institutional clients, and is a member of the firm’s Investment Committee and the Manager Selection Sub-Committee. He leads the 401k Sub-Committee and the Proxy Voting Sub-Committee.
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.
Get the latest insights and analysis from our investment team delivered right to your inbox.