Assurance Market Leader
Steve is an Assurance Market Leader in the Bay Area. He has over 17 years of experience providing audit services to companies in the financial services industry. During his career, he has worked in Boston, Paris, London, and San Francisco.
Steve has a broad base knowledge of the financial services sector, with an emphasis in alternative investments and asset management. He has worked with all types of alternative investment funds including private equity funds, venture capital funds, hedge funds, and fund of funds. He has also served public and private asset managers, mutual fund complexes, and broker dealers. Steve is active in the FinTech space and has advised clients on accounting issues around consolidation, financial asset transfers, and securitization.
- American Institute of Certified Public Accountants
- B.S., Finance, Santa Clara University