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Partner & Chief Client Officer
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.
Partner & Chief People Officer
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Head of Practice & Business Analytics
Partner & Chief Talent Officer
Partner, President & CEO
Partner & Chief Digital Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Partner & Head of Workplace Solutions
Partner & National Practice Leader
Partner & Chief Marketing Officer
Partner & General Counsel
Partner & Head of Corporate Finance
Partner & Head of Strategic Partnerships
Partner & Chief Training and Quality Officer
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