Steve has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. Steve leads business operations for the DC office and is also a member of the Firm’s Executive Committee.

Steve joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he served as Managing Director. At Presidio, Steve worked with ultra-affluent clients and their advisors to develop customized financial solutions. Before joining Presidio, Steve was the Executive Director at Convergent Wealth Advisors for 11 years.

Steve began his career in accounting and law, having worked as an estate planning attorney for several Firms in South Florida.

Certifications and memberships include:

• CERTIFIED FINANCIAL PLANNER™
• Series 65 license
• Past president, Carderock Springs Elementary School Educational Foundation
• Treasurer, Whitman Lacrosse, Inc.

Steve earned Master of Law and Juris Doctor degrees from the University of Miami, and a Bachelor of Business Administration in accounting from Emory University. Born and raised in South Florida, Steve currently resides in Potomac, Maryland, with his wife and two teenage sons.