Director of Investments
Steve has a proven track record of accomplishment and leadership over a 35 year career across asset management, alternative investments and financial services with a focus on portfolio management, asset allocation, risk management, trading and operations.
Steve earned his Bachelor of Science in Finance and Entrepreneurial Management at the Wharton School, University of Pennsylvania. Prior to joining SteelPeak Wealth, he worked as a senior executive at both public and private companies across multiple asset classes including equities, fixed income, credit, managed futures, venture and private equity. As a member of Ambac Financial Group, he served as the Global Head of Capital Markets (Sales and Trading), running the Alternative Asset Management and the Global Derivatives Businesses. Before joining Ambac, Steve worked at Merrill Lynch in fixed income sales and trading in both the taxable and municipal divisions of the firm.
In his spare time, Steve enjoys hiking, boating and exercising.
T 818 835-8789