Director of 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.