Designations and Licenses
Steven holds the Chartered Financial Analyst® designation.
Experience and Education
Steven works with individuals, families and foundations to provide customized wealth management solutions to help them reach their goals.
Prior to joining Mariner, Steven was a senior credit analyst on the investment team at Ohio National Financial Services. He was responsible for investment-grade and high-yield bond coverage of the consumer and utilities sectors. Before that, he worked in middle market commercial lending at CIBC Bank in Chicago, partnering with business owners, private equity teams and senior leadership to structure senior debt facilities.
Steven has a bachelor’s degree in finance from Miami University.
