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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.

Learn more about my practice.

Education

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.