Steve’s 35-plus years in financial services include 26 years in brokerage, with deep expertise in client reporting, advisor and client-facing systems, and advisory product delivery; he joined the firm in 2024.
Before consulting, he served as Director of Client Reporting at Wells Fargo Advisors, developing strategy and directing the development of client reporting systems, and previously as COO of the Client Strategy Group, overseeing all technology and operations for the advisory business and leading complex merger integrations of managed money programs and client systems. His work at WFA included a firm-wide paperless strategy that drove significant increases in online adoption and generated savings in excess of $30 million annually, as well as multi-million-dollar vendor contract negotiations with TAMPs and software providers. Earlier in his career, Steve held business analysis and operations roles at Wheat First Butcher Singer and Bank of America.
Steve holds an MBA in Finance from Virginia Commonwealth University and a Bachelor of Arts from the College of William and Mary, completed the Securities Industry Institute Program, and maintains Series 7, 24, and 65 securities licenses.
