Steve is a co-founder and serves as Co-Chairman of Pathstone, which serves families, family offices, and endowments and foundations. He is a shareholder and a voting member of the firm’s Investment Oversight Committee and serves on the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Steve’s professional experience extends over 25 years of working with family offices and advising families on their wealth.