Steve is a Partner in the Chicago office and has over twenty years of experience in creating customized investment portfolios for high net worth individuals, corporate executives, business owners, professional athletes, coaches, foundations and retirement plans.
Prior to co-founding Cerity Partners, Steve was a Senior Portfolio Manager and Principal at Legg Mason Investment Counsel designing investment portfolio strategies for high net worth individuals and families. Before Legg Mason, Steve was a Senior Portfolio Manager and Vice President at Northern Trust, managing assets for high net worth individuals and institutional accounts. Earlier in his career, Steve was a Senior Portfolio Manager & Vice President at Harris Bank.
Steve earned his Bachelor of Arts in Finance from the University of Wisconsin. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
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