Steve is an Investment Advisor in the New York office and a member of the firm’s Investment Committee. He leads the 401k Sub-Committee, the Proxy Voting Sub-Committee, and is a member of the Manager Selection Sub-Committee.

Steve has over thirteen years of experience in the financial services industry, responsible for portfolio investment strategies and asset allocation for high net worth and institutional clients.

Prior to joining HPM Partners, Steve was a Director in Deutsche Bank Private Wealth Management’s New York office. He was responsible for asset allocation and manager review for investment assets in client portfolios. He was also a member of the bank’s Investment Advisory and Trust review committees and served as the program manager for PWM’s Socially Responsible Investing platform.

Steve earned his Bachelor of Arts in economics from Columbia University.