Chief Business Development Officer
As Chief Business Development Officer and a member of the firm’s executive team, Steve is responsible for developing new client relationships and expanding the CCS footprint in the investment management world. Steve’s primary focus is to ensure our firm is matching our service delivery model to the changing demands and needs of our clients.
Steve last served as the President and Chief Investment Officer of a boutique wealth management firm. He led the firm’s acquisition strategy which resulted in six acquisitions in over a 24-month period. Steve has held several leadership positions throughout his 25 year plus career. Steve also served as the Director of Global Advisor Distribution for Gerstein Pisher. Prior to that, Steve held roles with Steben & Company, SEI Investments and PIMCO.
Steve earned a B.S. in Finance from the Florida Institute of Technology, where he was a distinguished military graduate. He served in the United States Army as an Armor Officer from 1989-1993 during the first Gulf War.
Steve and his wife, Cherry, have three children – Travis, Chad and Brooke. In his spare time, Steve enjoys golf, playing acoustic guitar and spending quality time with his family.