Steve brings over 20 years’ institutional sales and research experience advising pension fund, mutual fund, and hedge fund managers on global stock selection and asset mix. Prior to CC&L Private Capital, he worked at industry-leading financial services firms including Goldman Sachs & Co, Merrill Lynch, Midland Walwyn Capital and Thomas Weisel Partners.
Steve holds a B.A. and MBA from McGill University, and also the Chartered Investment Manager (CIM) designation.
He is a member at the Donalda Golf & Country Club, and enjoys golf, cycling and travel with his family.