Experience and Education

Steven provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Steven was a principal and portfolio manager at Taurus Asset Management, LLC. He was responsible for portfolio construction and stock selection and directed the equity research process. Before that, he was a senior research analyst and member of the investment committee at Armstrong Shaw Associates.

Steven holds a bachelor’s degree in speech from Northwestern University.

Personal Interests

Away from the office, Steven enjoys spending time with family, playing tennis, hiking and solving crossword puzzles. He is also a member of the Board of Directors at Westchester Jewish Council.