President & Chief Investment Officer
Steve joined SCS Financial Services in 2011. He has over 40 years of experience in the investment business. As CIO, Steve sets the firm’s overall investment direction, portfolio asset allocation, and acts as one of the leaders in manager sourcing, investment research and due diligence across Fixed Income, Equities, Hedge Funds and Private Investments. Steve also serves as the Chair of the Investment Committee. Prior to SCS, Steve was Managing Director and Head of Trading for Bridgewater Associates, the largest hedge fund firm in the industry. From 2006-2009, Steve was the Managing Partner of TRI Asset Management, a multi-strategy hedge fund focused on equity, credit and macro investing. From 1998 to 2005, Steve was the Deputy Head, then Head of Investments at Putnam Investments, where he set the investment strategy and oversaw all investment activity across fixed income, equities, and absolute return products. From 1988 to 1998, Steve was the Global Head of Capital Markets and Fixed Income for Swiss Bank Corporation (now UBS), responsible for all interest rate, lending and debt activities. From 1984-1988, Steve was a senior fixed income trader for Salomon Brothers International. Altogether, Steve spent over 10 years in London for Swiss Bank and Salomon Brothers. Steve started his career as a broker for Conti-Commodity Services in 1979. He earned a B.S.B.A. in Accounting from Bucknell University in 1977 and an M.S. in Food Economics from the University of Delaware in 1979.