Steven is the Manager of Portfolio Analysis at the firm. In this role, he leads our team of Operations and Portfolio Analysts on the investment team while also serving a select group of clients. In addition to his team management responsibilities, he oversees onboarding and ongoing training for the investment team.
Prior to joining the firm in 2016, Steven received his degree from Brandeis University. After his junior year at Brandeis, Steven started working at Ballentine Partners as an intern and continued to work there throughout his senior year.
Steven currently lives in Cambridge, Massachusetts, and enjoys hiking and playing piano.