As a Senior Wealth Manager at Sand Hill Global Advisors, Steve brings over 25 years of investment counseling and financial planning experience to the firm. In this capacity, he actively manages client relationships and participates as a senior member of the wealth advisory team. He also serves on the firm’s investment committee.
Prior to joining Sand Hill, Steve worked for Seton Smoke Capital Management, where he served as Portfolio Manager and worked closely with high net worth individuals and managed their related trusts and retirement plans. Prior to that, Steve served as an Associate in Tax and Personal Financial Services for Coopers & Lybrand, LLP (now Price Waterhouse Coopers) in San Francisco. He began his career at Kidder, Peabody (now part of UBS).
Steve is a past President of the Menlo Circus Club, having served in that role in 2014 and 2015 and on the Board of Directors from 2008 through 2015. He also served on the Investment Committee for the Endowment of the Menlo Park Atherton Education Foundation (MPAEF) from 2007 to 2015.
Steve holds BA degrees in Political Science and Political Economy from the University of California, Berkeley and an MBA in Finance from the Stern School of Business at New York University. Steve also holds the CFP® designation.