"We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity."
Steve joined us in 2014 to oversee business development and marketing for the firm. In this newly created position, Steve will market the existing strategies and new investment vehicles to pension plans, endowments, foundations, and their consultants - as well as family offices and individuals.
Steve previously served in a business development role at The Coyle Company, a firm specializing in helping families protect and transfer their estates through the use of life insurance products. Before this position, Steve was Managing Director of the Institutional Services Group at Windhaven Investment Management, an asset management firm owned by The Charles Schwab Corporation. At Windhaven, Steve was a member of the Investment Committee and managed the distribution of their strategies through the Morgan Stanley and Merrill Lynch platforms. Steve also launched and managed the Internal Distribution Group that served financial consultants and advisory channels interested in their strategies.
Steve’s fund sales experience also includes marketing to private clients and financial intermediaries while at Windward Investment Management, one of the first RIAs to construct portfolios entirely of ETF securities. Steve also has 20 years of national account and business development experience at a privately-held packaging company. He received a BA in Economics from Boston College and holds his FINRA Series 6, 63 and 65 licenses.