About Steve
Steve joined Focus Partners Wealth in 2026, having previously worked at Kovitz where he acted as a liaison between the investment team and advisors to support the continued integration of alternative investment offerings for clients nationwide.
Steve has more than 26 years of experience in the financial services industry. He has also worked with JPMorgan and Bear Stearns & Co in Chicago and New York City. In addition to managing a team of equity salespeople in his role, Steve developed and maintained relationships with portfolio managers and equity analysts at mutual funds and hedge funds, advising them in their investment decision-making process. Prior to institutional sales roles, Steve was an equity analyst with Harris Associates in Chicago.
Education and Professional Milestones
-Indiana University – bachelor’s degree in finance
Steve joined Focus Partners Wealth in 2026, having previously worked at Kovitz where he acted as a liaison between the investment team and advisors to support the continued integration of alternative investment offerings for clients nationwide.
Steve has more than 26 years of experience in the financial services industry. He has also worked with JPMorgan and Bear Stearns & Co in Chicago and New York City. In addition to managing a team of equity salespeople in his role, Steve developed and maintained relationships with portfolio managers and equity analysts at mutual funds and hedge funds, advising them in their investment decision-making process. Prior to institutional sales roles, Steve was an equity analyst with Harris Associates in Chicago.
Education and Professional Milestones
-Indiana University – bachelor’s degree in finance