Client Advisory

Biography

Steve is a Partner and Co-Practice Manager of the Greenbrae office. Steve brings over 30 years of experience in investments and wealth management, with a focus on guiding high-net-worth individuals and families to achieve their personal and business-related financial goals.

Prior to joining Cerity Partners, Steve was a Founding Partner and Chief Executive Officer of Abbrea Capital LLC. His prior roles also include service as a senior officer, investment committee member, team leader, and senior portfolio manager for firms ranging from boutique registered investment advisors to a money center bank.

Steve is passionate about hiking, travel, food and wine, and enjoys spending quality time with his family.

Education

  • B.A. Dual Degree in Government and Economics, Dartmouth College
  • MBA in Finance, The Tuck School at Dartmouth College

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