Steve is a Partner in the Orange County office. He has over twenty-five years of experience in the investment management and financial services industry with responsibility for investment advice for high net worth individuals and institutional clients. Steve collaborates closely with his clients to establish an Investment Policy Statement, asset allocation guidelines and works to ensure adherence as needed. Steve is a member of the firm’s Investment Committee, the Asset Allocation Sub-Committee, and he is also the Taxable Fixed Income Asset Class Specialist.
Prior to joining Cerity Partners, Steve was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office. Steve was a member of the US Investment Committee, responsible for asset allocation and manager review for investment assets in client portfolios. Before joining Deutsche Bank in 1999, he was a Vice President and Executive Portfolio Manager for Bank of America Investment Management.
Steve earned his Bachelor of Science in Finance from San Diego State University and his Masters in Business Administration from Pepperdine University. He completed courses in Mergers & Acquisitions and Private Wealth Management at the Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst.
Steve is a member of the Orange County Society of Financial Analysts and the Association for Investment Management and Research. Steve is an adjunct instructor in the Finance Department at San Diego State University, where he has taught courses in Portfolio Management, Investments, and Financial Management. He was also an instructor at University of California San Diego and California State University, Fullerton.
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