Steve joined Gresham in 2007 and, in his current role, helps clients achieve their goals by building long-term, sustainable plans that evolve as their families grow. He assists clients with needs beyond the scope of traditional financial services by sourcing and performing due diligence on high-quality service providers in the areas of risk management, household management, personal financial management, and private travel.
Prior to joining Gresham, Steve worked at several large financial institutions in roles spanning client advisory, back-office administration, investments, and operations.
Steve and his wife live in a western suburb of Chicago with their two children and golden retriever. He enjoys live music from every genre, playing games with his children, and traveling to new places. Steve is also an active volunteer with Greenhouse Scholars, reviewing applications, participating in panel interviews, and meeting inspiring Chicagoland students who have overcome incredible challenges.
- B.S., Finance, Illinois State University
- M.B.A., Loyola University Chicago Quinlan School of Business