Steven is an MBA and CFP® professional and has primary oversight for portfolio construction, research, and due diligence at One Charles Private Wealth. He is a key member of the investment committee and provides extensive support and analysis of our investments for our advisors. He is also versed in business valuation and is actively involved in the due diligence process for our private equity and debt strategies.
Steven grew up in Indiana and received his BA from Indiana University, followed by an MBA from the Thunderbird School of Global Management. Utilizing his ability to speak Mandarin Chinese, Steven lived and worked in Taiwan for five years prior to moving to Arizona. As a result, he follows trends in international business and capital markets very closely, particularly in Asia.
Primary Duties at One Charles Private Wealth