Steve has more than 20 years of legal and compliance experience in the investment industry. In addition to serving as General Counsel, Steve oversees Okabena’s Human Resources and office administration functions and is responsible for OIS’s compliance program. Prior to joining Okabena, 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 earned a BA in History from the University of Notre Dame and his JD from the University of Minnesota Law School.