"Our team dives deep into the weeds to understand and ‘uncomplicate’ what’s going on with investment opportunities."
Investment Strategy Associate, CAIA®
Direct Phone: 203-987-3201
Cell Phone: 845-797-9520
Steve is an Investment Strategy Associate at Coastal Bridge Advisors. He joined the team in July of 2018 as a Financial Analyst and took on his current, expanded role in March of 2020. In this role, he focuses on investment and economic research, portfolio construction, and supporting the advisory team. He also has a more extensive role on the firm’s Investment Committee and seeks to continually enhance the firm’s Investment Services capabilities through the use, application, and integration of existing and new technologies.
When asked how he helps clients from the investment side, he says, “Supporting our clients is all based on a 360 degree perspective. Every investment decision for a client’s portfolio provides support for the overall financial and life goals that they have established – from simple cash raises, to more complicated custom investment solutions. The options are analyzed and monitored, to provide an appropriate recommendation.
And, we try to keep the process simple for them. We stick to our company motto, ‘Uncomplicate It’. That means that our team dives deep into the weeds to understand and ‘uncomplicate’ what’s going on with investment opportunities. It gets me motivated to learn more about the everyday things I’m involved in and then to be able to share what I’ve learned with our clients in an easy-to-understand format. After we get their OK, we then take care of any complicated pieces in execution to help them achieve their goals.”
Steven is a 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 III Candidate, has the CAIA® charter and a Series 65 license.
He resides in Stamford, Connecticut where he spends his free time playing various sports, reading, and hiking with friends.