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Partner & Market Leader
Jacksonville
Client Advisory
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.
Q:
Who inspired you to pursue your career in financial management?
My father was the biggest influence on my decision to pursue a career in financial management. He was a very hard worker who instilled in me financial discipline and a passion for investing at a young age. I began saving/investing money that I earned from birthdays, babysitting etc. and learned the power of compound interest very early. That discipline helped my buy my first car at 16.
Was there a specific incident in your life that made it clear you were made for this career?
One of my first clients was a widow whose husband passed away unexpectedly. Unfortunately she had never taken an active role in managing the families' finances before and was suddenly thrust into the role without the background or financial knowledge to be able to do so. I could sense a deep anxiety and unease in her in carrying that burden as well not knowing where she stood financially. Over time, we developed a plan and most importantly, developed her working knowledge and understanding of that plan to help ease her anxiety and get her back to enjoying life.
Why is your work important, especially today?
I am passionate about Socially Responsible Investing. I've been actively helping clients align their values with their investments for over 15 years now. I think this is especially relevant today as clients think more about their legacy and look at their portfolios as more than just a number.
What should your clients know the most about you?
That I truly care about our relationship and their well being. It's painful for me to look at client statements when markets are down and I take my responsibility and the trust that clients have placed in my very seriously. I want to do everything that I can to help clients create a sound financial plan and most importantly, stick to that plan through thick and thin.
What kind of clients work best for you?
I enjoy working with clients where I can help make a positive and meaningful impact on their lives, whether that is helping them send kids to college, planning for retirement or buying their dream home.
What differentiates Cerity Partners from other firms in our space?
I believe our scale, expertise and collaborative culture truly differentiates in the marketplace. By employing a specialist approach, clients can rest assured that they are getting top notch advice by subject matter exerts across investments, planning and tax matters.
What do you do in your personal life that helps you help your clients?
As a father of 3 children, I've had to hone my emotional intelligence and empathy over the years. Over time, I've come to appreciate that wealth management isn't all about performance and the numbers. It takes evolved "soft skills" and being a good listener to truly help clients. The handholding that is done during turbulent markets can have a far greater impact on clients well being that what stock was bought or sold.
What does the world need now more than anything?
Patience, compassion, and a better ability to listen.
Steve Kurosko
Investing
An impactful strategy for individuals, retirement plans and nonprofits.
David Aaron
Louis P. Abel, CFA, CAIA
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Rozeta Abovian, CTFA
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Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
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Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
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Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
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Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jonathan Berrios
Yasmin Bichara-Jakovljevic
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Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
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Amanda Brummel, JD
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Matthew Burns
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Jeffrey L. Caples, CFA
Jessica Carbajal
Dawn M. Carpenter
Vonny Carrington
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Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Andrew T. Chudy
Jake Clemens, CFA, CFP®
Marie Conner
David P. Corcoran
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
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Kimberly Crowley
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
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Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Thomas Decker, CFP®
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
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Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
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Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Alex L. Faber, CFA, CFP®
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
Doug Garrison, CFP®
James P. Gauthier, CFA
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
Lauren G. Gooding, CTFA
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Dajion Grant
Shelia Gray
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Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rebecca Hilchey
Ann Marie Hindley
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Connor Hufer
Bruce A. Hyde, CPA
John Hyman, CIMA®
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Frederick A. Allner, III
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Alex Jimenez
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Anne Johnston, CFP®
Nicole Joko
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Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
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Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
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Ekaterina Klimentova, CPA, CDFA®
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Kati Krause
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Eunmi Kwon, CPA, CFP®
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Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
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Kristen LaSasso
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Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
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Andy Lin
Austin Little, CFP®
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
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Lindsay Marcus
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Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
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Charles McRae, CFP®, CEPA®
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Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Adam Miller
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Greg Mitseas
Janie Monroe, CFP®
Christine Monyak
Sean Moore
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Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
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Matt Nardi
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Reed Nothwang, CFP®
Jenna O’Brien
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Marcia Paltenstein, CFP®
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Ty Parrish, CIMA®
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Myles VanderWeele, CFP®
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