Mergers & Acquisitions
Series 7, 3, 79, 63, 24
Since graduating from Harvard in 1997 (cum laude, psychology), Steve has contributed to a variety of commercial and non-profit organizations. He has helped build teams and businesses across a wide range of industries through expert leadership, front-line business development, sales and strategy. Steve has worked in the financial services sector and investment banking Since 2004.
Steve has also had the good fortune to travel extensively (for business and pleasure) and accumulate a range of experiences and skills. For example, he has earned a pilot’s license in Alaska, has gone on safari in Africa, has traveled by canal boat through Burgundy, has earned certificates in bartending and life coaching, has performed two weddings, has played in a professional rock band, has hiked numerous mountain ranges, and bungee-jumped. Most meaningful to Steve is being a husband and a dad of two boys. Steve also serves on the lay leadership (aka vestry) of his church and as a volunteer coach for some his boys’ sports.