Before establishing Monterey Private Wealth, Steve was the founder and chief investment officer of Willow Ridge Capital Advisors, recognized as one of the top 500 wealth managers in the nation by Wealth Manager Magazine. Before Willow Ridge, Steve was a senior portfolio manager at American Express where he managed institutional portfolios with assets totaling more than $10 billion. During Steve’s tenure at American Express, he met and planned with global government and business leaders, including the president of Hungary, the former prime minister of Russia, as well as finance ministers and central bankers in Argentina, Brazil, Chile, Mexico, Peru, Venezuela, Kenya, Egypt, Thailand, Indonesi