Advisory Board Member
Steve advises the Steward team on key business initiatives and current governance priorities across the global institutional investor community. He has been a senior executive for the past 40 years in investment banking, asset management and alternative investments. In addition to his role at Steward, Steve is one of the founding Partners of WHATiF88, LLC, a group of Wharton MBA classmates advising on social and economic impact. As well, Steve works at Klitzberg Associates and Klitzberg Fund Solutions which focuses on raising capital for alternative investment strategies and creating mutual fund sub-advisory relationships. Steve also serves as a Venture Partner of Beta Ventures, an early stage VC investing in Africa’s leading technology entrepreneurs.
Previously, Steve has worked in investment banking at Nomura Securities, Merrill Lynch and UBS. Additionally, he had leadership positions internationally with Eaton Vance, Keystone Investments and Prudential Financial.
Steve graduated with Honors from Brown University and received his MBA from the Wharton School of the University of Pennsylvania. He completed a certificate in Japanese studies at Kansai Gaidai University in Osaka, Japan and speaks Japanese.