Steve is a financial markets and financial services consultant and advisor, with multiple decades of experience as an analyst, investor, and executive in the global capital markets. Steve has spent half his career as a buy-side investor for two of the world’s leading investment management firms, and the other half in investment banking at Morgan Stanley, where he ran the Global Credit Trading business, was later COO of the Fixed Income Division, and had numerous business and risk oversight assignments. Steve brings a unique combination of investment management and investment banking perspective as an investor, trader, risk manager, and executive.
Steve has a BS in Accounting from Oregon State University (where he is a Foundation Trustee) and an MBA in Finance from the University of Chicago.