About
Steven
With more than 35 years of experience, Steve provides insights and perspectives on the economy, markets, and investments.
Steve joined Focus in 2026 following Focus’ merger with Benefit Financial Services Group (BFSG). Prior to BFSG, Steve managed clients and investments at Stevens First Principles Investment Advisors and Security Pacific National Bank.
Education and Professional Milestones:
- California State University, Sacramento – Bachelor of Science with honors in environmental resources
- International Post Graduate School, Universidad de San Jose, (later Fundacion Empresarial, Universidad Empresarial) – PhD
- Said Business School, University of Oxford - Certificate in Management Studies (Level 7, FEHQ: UK)
- California Institute of Technology - Certificate in engineering management, studying physics, engineering, management, and strategy
- A graduate of Harvard Business School’s Owner President Management Program
- Massachusetts Institute of Technology, Sloan School of Management - Certificates in digital transformation, technology, and innovation
- Yale School of the Environment – Academic certificates in tropical forestry and restoration
- American Public University - Graduate certificate in climate change and leadership
- University of California Los Angeles, Anderson School of Management - Studied finance, economics, and management as a Visiting Scholar
- Has earned three post-graduate diplomas (Level 7, FHEQ: UK) in financial strategy, global business, and strategy and innovation
With more than 35 years of experience, Steve provides insights and perspectives on the economy, markets, and investments.
Steve joined Focus in 2026 following Focus’ merger with Benefit Financial Services Group (BFSG). Prior to BFSG, Steve managed clients and investments at Stevens First Principles Investment Advisors and Security Pacific National Bank.
Education and Professional Milestones:
- California State University, Sacramento – Bachelor of Science with honors in environmental resources
- International Post Graduate School, Universidad de San Jose, (later Fundacion Empresarial, Universidad Empresarial) – PhD
- Said Business School, University of Oxford - Certificate in Management Studies (Level 7, FEHQ: UK)
- California Institute of Technology - Certificate in engineering management, studying physics, engineering, management, and strategy
- A graduate of Harvard Business School’s Owner President Management Program
- Massachusetts Institute of Technology, Sloan School of Management - Certificates in digital transformation, technology, and innovation
- Yale School of the Environment – Academic certificates in tropical forestry and restoration
- American Public University - Graduate certificate in climate change and leadership
- University of California Los Angeles, Anderson School of Management - Studied finance, economics, and management as a Visiting Scholar
- Has earned three post-graduate diplomas (Level 7, FHEQ: UK) in financial strategy, global business, and strategy and innovation