Steve is a Partner in the Cleveland office and has thirty-five years of experience as an executive in the financial services industry, specializing in all facets of the corporate retirement sector. Steve serves on Cerity Partners’ Personnel Development.
As a Retirement Plan Advisor, Steve works with company decision-makers to coordinate the design and implementation of qualified retirement plans for employers and their employees.
Prior to joining Cerity Partners, Steve was Director of Retirement Plan Services at Spero-Smith Investment Advisers in Cleveland. Previously, he served as a senior executive in Los Angeles with the Capital Group Companies, a private investment management firm, where he managed the retirement effort for the American Funds.
Steve is a board member of the Aspire II Nav Foundation, which he co-founded with his wife and whose mission is “to help people in need navigate through the headwinds of life.” Previously, he was a member of the Board of Trustees of Ohio Northern University and American Funds Distributors. He also has served as President and Director of Northeast Cleveland Little League, and President and Director for the Northeastern Ohio chapter of the Make-a-Wish Foundation. He is a graduate of Ohio Northern University.
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