Born and raised in Dublin, Ohio, a place better known for its world-class golf than its winters, Stephen developed an early appreciation for both the game and the grind. He stayed close to home for college, heading to Oxford, Ohio, where he earned his degree in Accounting and Decision Sciences at Miami University, before later returning to school for his MBA in Finance at Northwestern’s Kellogg School of Management.
Stephen began his career at Citi Hedge Fund Services, where he worked his way up to Assistant Vice President, leading a global team and overseeing operations for institutional clients. It was there he developed a passion not just for the numbers, but for building the people and processes behind them. He then spent over a decade at Crabel Capital Management, where he helped build the finance function, ultimately rising to Director of Finance and Accounting.
What Stephen brings to TRIA partner firms isn’t just technical horsepower it’s the hard-won wisdom of someone who has lived inside complex, fast-moving investment organizations and knows exactly what it takes to build something that lasts. An Eagle Scout, Stephen still leads the same way he always has with integrity, attention to detail, and a commitment to leaving things better than he found them.
BS in Accounting & Decision Sciences, Miami University
Certified Public Accountant
MBA in Finance, Kellogg School of Management, Northwestern University
Avid golfer, proud father to two little ones, on a mission to hit all 50 states — 43 down, 7 to go