I respect our leadership, management and my colleagues, and we are always striving to be better. I love my career because of the clients. My clients are all genuinely good people with a sense of balance and perspective about their lives—including their hard work and their luck! Also, I love the intellectual stimulation I get from interacting with my clients, their wealth advisors and other investment managers, especially the international equity managers.
Steve has been a Regional Director with Halbert Hargrove in San Diego since 2003. He serves as a fee only fiduciary advisor to a wide range of individual clients, including a family office and their two foundations, as well as entrepreneurs and executives.
Steve also has significant institutional experience. He is a founding Board member of the UCLA Investment Company that oversees the investment of UCLA’s approximately $ 4 billion endowment. Steve is also Chair of the San Diego Foundation ( SDF) and is past Chair and a current member of SDF’s Investment Committee that is responsible for about $1 billion in AUM. Steve is on the Investment Committee for the American Lung Association as well.
An Academic All-American and Honorable Mention All-American football player at UCLA, Steve graduated with honors in 1974. He earned an MBA from Stanford University in 1977, and the ACCREDITED INVESTMENT FIDUCIARY™ (AIF) from the University of Pittsburgh-affiliated Center for Fiduciary Studies.
I still occasionally surf—on a very long, big board—usually on the East Cape of southern Baja.