Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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