Experience and Education

Steve works extensively with the boards and staff of corporations, nonprofits, unions and public plans to design customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, portfolio evaluation, provider searches, and total plan cost analysis. In addition, he works with plan sponsors to improve potential outcomes for their plan participants and members.

Prior to joining Mariner, Steve was partner at AndCo where he served public, nonprofit and ERISA qualified institutional retirement plans. He is a frequent speaker at educational and industry conferences and has held several Committee and Board positions.

Steve has an MBA from Rollins College and a bachelor’s degree in finance from the University of South Florida.

Personal Interests

Away from the office, Steve enjoys spending time with family, travel and soccer.