Client Service Associate
Steve is a Client Service Associate at Robertson Stephens. His responsibilities include client support, operations, trading and quarterly reporting. Prior to joining Robertson Stephens in 2018, Steve was a Client Service Associate with Parallel Advisors, and a Senior Associate for Wetherby Asset Management in San Francisco.
Steve has worked in financial services for over 20 years and has extensive experience in client service, operations, and asset allocation for high net worth and institutional clients. Steve earned a BS in Finance from California State University, Sacramento.
Steve lives in the East Bay and enjoys golf, softball, and following his favorite sports teams in his spare time.