Designations and Licenses

Steven holds the Chartered Financial Analyst^® designation.

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. He is a member of our P&G advisory team and has experience helping current, former and retired Procter & Gamble employees understand their benefits and develop a tax-efficient paycheck in retirement.

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.

Personal Interests

Away from the office, Steven enjoys golf, tennis and spending time with his family. He serves on the board of the Southern Ohio Chapter of the Crohn’s & Colitis Foundation and is co-chair of the planning and fundraising committee for the chapter’s annual fundraising event. He also serves as a member of the board for Breakthrough Cincinnati, a four-year college-preparatory summer learning program for high-need and high-potential students.