Steve Williams
Partner & Chief Client Officer
Biography
Steve is a Partner based in our Costa Mesa office. As Chief Client Officer, he is responsible for growing the firm’s partnerships and client relationships. Steve also advises individuals and their families, companies and their executives, and nonprofit organizations. He is a member of the firm’s Leadership Team.
Throughout his entire career, Steve has been involved in providing investment and wealth management services to private and institutional clients. Prior to joining Cerity Partners, he was the President of Cantor Fitzgerald Capital, where he was responsible for leading the firm’s strategy, intermediary relationships, client development, and growth. Steve also held executive leadership positions with two leading investment firms. He began his career as a Private Banker with J.P. Morgan.
Education
- MBA from the University of Connecticut
Meet Our Leadership Team Colleagues
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Michael Barry Michael BarryPartner & Chief Growth Officer
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Carol Benz Carol BenzPartner & Chief People Officer
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Michael Bryan Michael Bryan , CPAPartner
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Christopher Burrows Christopher BurrowsPartner
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Tom Cohn Tom Cohn , CFAPartner & Chief Solutions Officer
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Chris Curtis Chris CurtisPartner & Chief of Staff
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Christopher Hemstead Christopher HemsteadPartner & Head of Practice Development
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Kevin Hilden Kevin HildenPresident
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Adam Hills Adam HillsPresident - Cerity Partners International
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Masha Hodi Masha HodiPartner & Colleague Engagement Officer
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John Hyman John Hyman , CIMA®Partner & Head of Investment Management
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Robert Jeffers Robert JeffersPartner & Chief Operating Officer
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Ben Lomazow Ben LomazowPartner
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Stefan Ludlow Stefan LudlowPartner & Chief Technology Officer
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Kurt Miscinski Kurt MiscinskiPartner & Chief Executive Officer
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Claire O’Keefe Claire O’KeefePartner & Head of Partner Development
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Ben Pace Ben PacePartner & Chief Economist
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Tony Parkin Tony ParkinPartner
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Will Peng Will PengPartner & Chief Innovation Officer
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Brittany Peyser Brittany PeyserPartner & Head of Change Management and Merger Integration
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Katie Pfeifer Katie Pfeifer , CFP®Partner & Head of Workplace Solutions
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Darrick Priester Darrick PriesterPartner & Director of Risk Management
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Art Prostick Art ProstickPartner & Chief Compliance Officer
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Mark Pulsifer Mark PulsiferPartner
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Neil Quinlan Neil Quinlan , CFP®, PMP®Partner & Head of Operations
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Joe Reeves Joe Reeves , CFP®Partner
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Tara Ryan Tara RyanPartner & Chief Marketing Officer
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Rob Seco Rob SecoPartner & General Counsel
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Suk Shah Suk ShahPartner & Chief Financial Officer
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Anthony Smith Anthony SmithPartner & Chief Human Capital Officer
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Larry Sussman Larry Sussman , CFAPartner & Head of Corporate Finance
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Matt Westfall Matt Westfall , CFAPartner & Head of Portfolio Management
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Andrew Wolfgang Andrew WolfgangPartner & Chief Training and Quality Officer
