Steven has more than 25 years of investment and advisory experience. As a Private Advisor and Senior Vice President within the Rockefeller Global Family Office, his responsibilities include business development, managing client relationships and investment strategy. He specializes in guiding executives and directors of private entities transitioning to the public markets through stock option analysis, comprehensive estate planning and efficient income tax planning.
As a Certified Exit Planning Advisor (CEPA®), Steven has extensive expertise in helping entrepreneurs and affluent families navigate liquidity events such as buy-outs, M&A, and other transactions by implementing personal financial plans and strategies that maximize value.
Prior to joining Rockefeller Capital Management in 2019, he was a Wealth Advisor and portfolio manager at Morgan Stanley. He also spent 15 years as a portfolio manager at a number of successful global hedge funds with a focus on Technology, Media, and Telecommunication (TMT) sectors. Steven’s career started as an options trader on the Coffee, Sugar, Cocoa Exchange back in 1999.
Steven is a licensed securities, mortgage, and insurance broker. He graduated from the University of Pennsylvania, where he was a member of the Men’s Division 1 Soccer Team as well as a High School Umbro All-American athlete. He now lives in Westchester, NY with his wife and 2 children.