Steve is the President of Geneva Partners. He has more than 35 years of experience assisting clients in managing their investment assets and specializes in portfolio and risk management.
Before founding Geneva Partners, Steve started Certes Capital, LLC, a broker-dealer and investment advisory firm where he served as Head of the Investment Committee. He has also held positions as Senior Vice President at Lehman Brothers and Director at Deutsche Bank.
Steve earned a bachelor’s degree in economics from the University of Illinois and a Master of Business Administration (MBA) in finance from the Kellogg Graduate School of Management at Northwestern University.