Steven is an Portfolio Manager at the firm. 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. His responsibilities included building the firm’s Customer Relationship Management system, creating investment manager reports, and analyzing client portfolios. While at Brandeis, Steven was a member of TAMID Investment Group where he consulted, researched, and analyzed startups with a student team to suggest business strategies to Israeli CEO’s.
Steven currently lives in Marblehead, Massachusetts and enjoys hiking and spending time with friends.