With deep experience across the investment management landscape—including at registered investment advisors, emerging managers, hedge funds, and global asset managers—Steve brings a nuanced understanding of how firms can enhance client experience, streamline workflows, and improve operational resilience.
In his current role as an Enterprise Account Executive at SS&C Advent, Steve partners with investment firms to modernize their operating models and strengthen the technology foundations that power their businesses. He works closely with enterprise clients to assess their fintech ecosystems, identify opportunities for digital transformation, and align technology strategy with long‑term growth objectives.
Before joining SS&C Advent, Steve served as Managing Director at Stone Trust Properties and worked as an Investment Services Consultant at Fidelity Investments, giving him a unique blend of operating, advisory, and client‑facing experience across financial services.
He holds a Bachelor of Business from the University of North Florida and attended the University of Florida College of Journalism and Communications.