Steve is a Managing Director and Co-Head of iCapital Solutions. He is a member of the firm’s Management Committee and Operating Committee. Steve is responsible for overseeing the delivery of the iCapital technology and operating system suite of capabilities to the firm’s enterprise clients, including wealth managers, asset managers, structured note issuers, and insurance carriers. Prior to joining iCapital, Steve was a partner of m+ funds, which was acquired by the firm. Previous roles have included Head of Americas Wealth Management at Barclays, and Co-Head of the Alternative Investments and Structured Investments business at Merrill Lynch. Steve earned a BA in economics from the University of Texas and an MBA from Columbia University.
