We are happy to announce that we're celebrating 20 years!
Steve serves as a relationship manager for both Kovitz Wealth Management and Family Office Services. In addition, Steve acts as a liaison between the Kovitz investment team and advisors to support the continued integration of alternative investment offerings for clients nationwide.
Steve brings with him over 26 years of experience as an Institutional Equity salesperson, having worked with JPMorgan and Bear Stearns & Co in Chicago & New York City. In addition to managing a team of equity salespeople, Steve developed and maintained relationships with portfolio managers and equity analysts at mutual funds and hedge funds - advising them in their investment decision making process. Prior to institutional sales roles, he was an equity analyst with Harris Associates in Chicago.
Steve is a graduate of Indiana University with a Bachelor of Science in Finance.