Who We Are
- Who We Are
  
  We founded SCS with the idea that families with significant wealth deserve a better type of partner. Today, we continue to push the industry forward and expand what’s possible for those families.
  
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  - Our Team
    Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
  - Careers
    Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
  - Locations
    From Boston to Los Angeles, we provide families with both a local presence and a national network.
What We Do
- What We Do
  
  Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.
  
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Who We Serve
- Who We Serve
  
  SCS was founded for families who think differently about wealth. Driven by purpose, guided by values, and unwilling to settle, we work with independent thinkers who are changing the world with their wealth, one generation at a time.
  
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  - Multi-Generational Families
    We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
  - Entrepreneurs & Founders
    For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
  - Investment General Partners & Professional Investors
    For investment professionals with significant stakes in their own ventures, we deliver integrated planning and oversight to manage concentration, liquidity, and portfolio construction.
Insights

Contact

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Contact

Steven P Michelsen, CFA

Director

Service & Operations

Boston, MA

As a Director on the Technology team, Steven develops cutting edge solutions to streamline operations, enable advanced analytics, and scale data infrastructure.

“When applied thoughtfully, technology can be transformative.” Steven is driven by leveraging technology to enhance experiences for both employees and clients.

Experience

10+ years of experience in the fintech space, with roles spanning banking and wealth management industries

Education & Credentials

B.A. in Economics, University of Connecticut, Storrs
Chartered Financial Analyst Charterholder (CFA)

Beyond SCS

Steven enjoys golfing, grilling, cycling, and traveling.

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Steven P Michelsen, CFA

Experience

Education & Credentials

Beyond SCS

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