Steven joined Coastal Bridge Advisors in July of 2018 as Financial Analyst. In this role, Steven is tasked with the primary responsibilities of generating asset allocation portfolio recommendations and supporting Coastal Bridge’s investment management activities through manager research, due diligence, and analysis.
Steven is a recent graduate of Marist College where he earned degrees in Business Administration, Mathematics and Economics while also serving as the Captain of the Track/Cross Country team. He is a CFA Level II candidate and a CAIA Level II candidate.
Steven resides in Stamford, Connecticut where we spends his free time playing various sports, reading, and hiking with friends.