After obtaining a Bachelor’s in Finance and Economics from Florida State University, Steven began his professional career as a plan administrator with a 401(k)-retirement planning company in Jacksonville, FL. As a plan admin, he provided administrative services including plan design, compliance oversight and testing, and government filing.
Steven also spent 2 years with The Newport Group as an investment analyst on the Asset and Liability Management team. He played a key role in the execution of asset management strategies for corporate and institutional clients.
