Steve serves as the Chief Investment Officer at Aletheian, where he leads the team in development and oversight of investment solutions. For the past 16 years, Steve's focus has been on the design and implementation of efficient investment portfolios for both families and institutions in public and private markets. Steve brings quantitative rigor, qualitative analysis, risk management and tax awareness to the investment process. He is passionate about successfully stewarding capital to help clients achieve their financials goals. Steve has managed billions of dollars of client assets at regional and national investment advisory firms. Steve holds the Chartered Financial Analyst (CFA), Cha