Steve designs investment portfolios and educates our clients on the markets, the economy, and the firm’s investment philosophy, via one-on-one meetings and essays. Steve communicates complex financial concepts in an understandable way, and he appreciates learning about our clients’ lives and aspirations.
Steve has a bachelor’s degree in history from The Ohio State University where he studied business history with a focus on the development of financial institutions. Prior to joining Generations Wealth, he worked as a senior investment specialist with Fidelity Investments and as an investment advisor with J.P. Morgan Private Bank.
Outside of the office, Steve races sailboats, collects and reads books, and writes history (published works include Winging It: Oracle Team USA’s Incredible Comeback to Defend the America’s Cup). Steve serves as chairman of the selection committee of the America’s Cup Hall of Fame and is a member of the steering committee of The Sailing Museum in Newport, Rhode Island.