Steve is a Managing Director and Head of Fund Management and Research at iCapital, and a member of the Operating Committee. He is responsible for the origination and development of new investment products, life cycle management of existing offerings, and new fund launches across iCapital’s client relationships, including asset managers, wirehouses and private banks, and independent advisors. Prior to joining iCapital, Steve was a founding partner of m+ Funds, a 40-act fund company. Previously, he was Managing Director, Wealth and Investment Management at Stifel, Nicolaus & Co., where he led the alternative investments business. Prior roles include Head of Americas Wealth Management at Barclays Bank and Co-head of both Private Client Structured Investments and Alternative Investments at Merrill Lynch. Steve earned a BA in Economics from the University of Texas and received an MBA from Columbia University.