Steve is responsible for developing distribution of the firm’s OIS℠ investment strategy to Institutional, Broker/Dealer, RIA and TAMP channels. He has served in the securities industry for over 26 years in a variety of capacities. Prior to joining Sensus, Steve was a Regional Director with a Texas Broker/Dealer providing investment services to Banks. While there, he grew the region to 20 bank relationships with over 60 financial consultants, becoming the most productive region for the broker/dealer. Additionally, he performed the initial due diligence and laid the groundwork for the firm’s fee based wealth management platform.
Prior to moving to San Antonio in 2008, he spent time at several Boston area banks in a senior leadership capacity directing their wealth management programs. He began his career in financial services in the early 1990’s with Merrill Lynch in Boston, eventually building a successful practice there.
In addition to holding the series 66 license, he also holds a series 7 general securities license, a series 24 general securities principal license, and a series 53 municipal securities principal license. Steven is a graduate of the University of Massachusetts at Amherst with a Bachelor of Science degree.
