Steve has worked in the wealth advisory industry since 1998 and was appointed Clearstead’s Chief Compliance Officer in 2011. Steve is responsible for ensuring Clearstead and its employees comply with the various laws and regulatory requirements that govern our profession and internal policies we have adopted. Steve is the chair of the Account Review Committee and Co-Chair of the Cyber Security Committee.

Prior to joining Clearstead in 2004, Steve worked for KeyCorp and Victory Capital, with a primary focus on the investment management process and analytics. Steve holds a MBA with concentrations in Finance and Economics from John Carroll University. He also received his BSBA in Finance from John Carroll University. He also holds the Investment Adviser Certified Compliance Professional® designation.