Steve is a Founding Partner and Private Wealth Advisor at Advocus Private Wealth.
In this role, Steve works closely with professional athletes, entrepreneurs, corporate executives, and other individuals with complex financial situations, helping them discern the challenges and capitalize on the opportunities that can accompany significant wealth.
For over twenty years, Steve was First Vice President and a financial advisor in the Private Wealth division of Merrill Lynch on one of the largest teams in the country. He brings the knowledge and insight he has gained from advising an accomplished clientele, helping them make informed decisions about multiple aspects of their wealth: investments, cash flow analysis, long-term planning, income preservation, pre-and post-liquidity event strategies, trust, and estate planning services, and access to customized lending. Steve recognizes that each client has unique priorities, concerns, and aspirations.
He earned his Bachelor’s degree from Ohio State University in Columbus where he was a member of the Varsity Football team.
Deeply committed to his community, Steve is active with several charitable organizations in the Columbus and Pittsburgh areas. He and his family have a special affinity with a Columbus- based charity, that supports technology enhancements for pediatric patients undergoing radiation treatment at The James at Ohio State University Hospital. In the Pittsburgh area, his family established the Angels fund which, in partnership with Children’s Hospital of Pittsburgh, The Highmark Caring Place, and St. Jude’s Children’s Hospital, provides financial assistance to children and families with exceptional medical needs. He also supports the Wounded Warrior Project and Big Brothers and Big Sisters of Central Ohio.