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Partner & Chief Client Officer
Orange County
Executive Committee
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.
Carol Benz
Partner & Chief People Officer
Tom Cohn, CFA
Partner & Chief Solutions Officer
Chris Curtis
Partner & Chief Financial Officer
Kevin Hilden
Partner & Chief Operating Officer
Adam Hills
Partner & Chief Revenue Officer
Masha Hodi
Partner & Chief Experience Officer
Kurt Miscinski
Partner, President & CEO
David Newson
Partner & Chief Marketing Officer
Claire O’Keefe
Partner & Head of Partner Development
Ben Pace
Partner & Chief Investment Officer
Joe Reeves, CFP®
Partner & Market Leader
Rob Seco
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Alyson Tucci
Partner & Chief of Staff
Andrew Wolfgang
Partner & Chief Training and Quality Officer
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