Senior Consultant , CIMA®
Steve provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy. Steve joined the firm in 2000 and is a member of the Investment Committee and Nonprofit Business Council. He co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and was a contributing author to Nonprofit Asset Management: Effective Investment Strategies and Oversight (Wiley Nonprofit Authority). Steve received a BA in Economics from the University of New Hampshire. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Steve is involved with fundraising efforts for the American Diabetes Association and JDRF. He enjoys skiing, golfing, traveling and coaching his sons’ youth sports teams.