Steve worked at Tiedemann Advisors prior to the transaction that created AlTi, where he managed client relationships and led business operations for the D.C. office. He serves as the President of Tiedemann Trust Company. Before Tiedemann, he worked at Presidio Capital Advisors and served for 11 years as the Executive Director at Convergent Wealth Advisors. Steve began his career in accounting and law, having worked as an estate planning attorney for several firms in South Florida. He is a Board Member at A Wider Circle, a local charity whose goal is to end poverty.