Steve was born and raised in beautiful Milwaukee, before heading south to earn his degree in Finance at Arkansas State. After school, he returned to Wisconsin to begin his career at Strong Capital Management, one of the first investment management firms in the country to market to independent RIAs. His next move was to Undiscovered Managers, where as executive vice president he developed innovative marketing and growth strategies, and worked extensively with wealth managers on improving and evolving their practices.
In 2006, Steve co-founded Fiduciary Network, along with his future TRIA co-founders Yvonne and Ben. At FN, he worked closely with portfolio companies on a full range of strategic initiatives, from implementing internal succession plans to executing growth-focused M&A and many more critical challenges. He also oversaw the firm’s transaction team. In the past two decades, Steve has amassed an encyclopedic knowledge of wealth management firms coast to coast, an invaluable asset for TRIA partners as they pursue strategic growth.
BA in Finance, Arkansas State University
Coffee lover and aspiring Appalachian Trail thru-hiker
