Steve has more than 20 years of legal and compliance experience in the investment industry. Prior to joining Okabena Investment Services, Inc. Steve spent over 12 years as a private practice attorney providing legal, regulatory and compliance advice to investment advisory firms and over 12 years in a variety of in-house roles with SEC-registered investment advisers. Steve served as general counsel, chief compliance officer and a member of the executive leadership team of Cornerstone Capital Management, an equity investment boutique subsidiary of New York Life. He also served as general counsel and a member of the operating committee of US Bancorp Asset Management and as chief legal officer and director of business relations of Investment Advisers, Inc., an institutional investment management firm.

Steve earned a BA in History from the University of Notre Dame and his JD from the University of Minnesota Law School.