Steve joined Mirador in July 2022, bringing over 20 years of client reporting, operations, client service, and team management experience. Prior to Mirador, Steve worked at both Morgan Stanley and JP Morgan. At Morgan Stanley, Steve was a Department Manager in Wealth Management Operations overseeing the reporting for institutional and private wealth management clients. He also worked in Prime Brokerage where he was responsible for performance reporting for hedge fund clients. While at JP Morgan, Steve worked in Prime Brokerage Middle Office as a Team Lead.
Steve holds a Bachelor of Arts degree from the State University of New York at Buffalo.
Steve lives in New Jersey with his wife and three kids. When away from work, Steve enjoys spending time with family and friends, and as an avid sports fan he can be found watching sports on TV and watching his two sons play travel soccer.
There’s a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world’s largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition.
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