A Ph.D. economist skilled in portfolio management, Steve brings expertise in capital market performance to the clients of Wealthstream Advisors. Over the course of his career, Steve has worked side-by-side with some of the worldâ€™s greatest leaders and thinkers in finance, business, government and academia. His varied skills include economic and investment research and analysis; communicating about economic activity and investment performance; and providing fact-based recommendations to investment clients, government officials, business executives, government officials, academicians, journalists. Leveraging his vast experience, Steve brings to Wealthstream top-down macro, regulatory and thematic perspectives on investing and capital market performance to help clients make more informed decisions. A natural story-teller, he writes quarterly and annual capital markets reviews and commentaries on investment and financial planning issues of interest to our clients.
Before joining Wealthstream Advisors, Steve served as a Consultant and Advisor to Aronson Johnson Ortiz, a quantitative, institutional, and value equities manager. He was also a Senior Portfolio Manager at AllianceBernstein. Prior to these positions, Steve served for 16 years as Senior Economist, Media Relations Officer and Corporate Secretary at the Federal Reserve Bank of New York, where he gained a priceless, insiderâ€™s perspective on monetary policy. Earlier, Steve was Senior Economist and Director of the Regional Economics Center at The Conference Board. He also had a distinguished career in academia, reaching the rank of Adjunct-Full Professor of Economics at CUNY.
Steve earned his Ph.D. at the CUNY Graduate Center and his B.A. at Queens College, where he was Phi Beta Kappa and the winner of the annual Economics Department Award. He has won numerous awards for public service and for excellence in college teaching. Steve currently coaches a nationally-ranked team of college baseball players and is dedicated to promoting personal financial literacy among youths.
He is married, has two children, and lives in Manhattan.