Sr. Director, Investment Operations
Steve has more than 25 years of middle and back office experience in the investments industry. He joined Mercer Advisors in 2000 and held various roles as a trader, portfolio accounting analyst, and project manager before running the Investment Operations department. Prior to joining Mercer Advisors, Steve worked at a small investment management firm in Florida, developing algorithms for trading equities and futures contracts. He received a Bachelor of Arts degree in Economics and History from the University of South Florida and holds the Certified Investment Management Analyst® designation. In his free time, Steve enjoys trips to national parks, playing piano badly, and live music of all kinds.