Steve has over 15 years of experience in banking, finance and investments with broad experience in trading, valuation and operations.

While still in college Steve began his career in lending at a large community bank where he developed a reputation for creative financing. Steve was then recruited to manage a newly formed division at a large national financial services company that purchased and worked out distressed loans. When the company was ultimately dissolved, Steve was presented an opportunity to follow his passion in the investment arena and over the next several years worked for the likes of DLJ, ING, and AXA. Most recently Steve was managing an independent investment advisory firm. In that position he directed a private investment fund that utilized derivatives and non-traded real estate to hedge risk. He also developed a proprietary financial model to map and project price trends within a specific margin of risk. He has traded a multitude of asset types in various markets and has a broad outlook on the factors that affect global pricing.

Steve earned his BBA in Finance from Northeastern University and is simultaneously pursuing his MBA and Masters of Science in Finance. He resides in Jenks, OK with his wife and two daughters.