Steve has more than 18 years of experience in the investment industry, during which time he has developed strong, effective working relationships with many clients while helping them to make informed investment decisions. Prior to joining CC&L Private Capital, Steve held roles at PricewaterhouseCoopers Australia, Partnerships British Columbia, Babcock & Brown, ABN AMRO Bank N.V. and UBS Warburg.
Steve holds a B.A., Honors Business Administration (HBA) from the Ivey Business School at The University of Western Ontario and is a CFA charterholder.
In his spare time, Steve enjoys skiing, sailing, hiking, golfing and spending time with his family. Over the years, Steve has supported a number of charitable community organizations, including volunteer work as an Advisory Board Member of The Salvation Army.