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Executive Committee

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 Executive Committee.

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

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.