Steve has more than eighteen 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 is a graduate of the Ivey Business School at Western University (HBA) and holds the right to use the Chartered Financial Analyst® (CFA) designation.
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.