Steven has 25+ years of professional experience and is a recognized leader in the Institutional Investment Community. He has dedicated his career to the service, sales and management of investment vehicles including alternatives, fixed income and equities structured in separate accounts and ...more

Steven has 25+ years of professional experience and is a recognized leader in the Institutional Investment Community. He has dedicated his career to the service, sales and management of investment vehicles including alternatives, fixed income and equities structured in separate accounts and commingled vehicles. Steven has operated independently, as a member of a team and in senior leadership roles guiding departments both large and small. Specialties: (CFA) Chartered Financial Analyst, Institutional Sales, Institutional Marketing, Institutional Client Service, Institutional Consultant Relations, Family Office, RIA, Wirehouse, Alternative Investments, Hedge Funds, Fund of Funds, Structured Products, Credit, Derivatives, Mutual Funds, Closed-End Funds, Separately Managed Accounts, ETFs, Fixed Income, Equities, Private Equity, Management, Leadership, Asset Allocation, Series 7, Series 6, Series 63, Series 24, Series 3less