Steven is a Portfolio Manager at the firm. He assists with all aspects of clients’ investments. Steven’s role involves constructing portfolio trading programs, monitoring cash positions and Investment Policy Statement restrictions, executing trades, and assisting in client onboarding.
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 throughout his senior year.
Steven currently lives in Boston, Massachusetts, and enjoys hiking and spending time with friends & family.