Stock Options and Equity Compensation
National Park Trust, Boardmember & Chair of Finance Committee; Old St. Paul’s Church, Investment Committee
Steve is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group. Steve works with a select group of high-net-worth clients and advises several generations in many of the families he serves. As a member of Colony’s Investment Committee, Steve is an integral contributor to the firm’s research efforts and the selection of external managers, proprietary strategy investments, and asset allocation models for client portfolios. He manages the company’s proprietary Quality Growth Stock (QGS) strategy and is also a member of Colony’s Investment Management team.
Steve served as the Chief Investment Officer and a Principal at Bridgewater Wealth & Financial Management prior its merger into The Colony Group in early 2018. He was also President, Partner and head of the Investment Committee at Maryland Capital Management, and prior to Maryland Capital a Director and Principal at Deutsche Bank Alex. Brown.
Steve earned his Bachelor of Arts in Political Science from Hobart College in Geneva, New York. He is also a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.
Steve has a keen interest supporting efforts to preserve and restore the environmental integrity of our natural habitat and resources. He is a board member and head of the finance committee of the National Park Trust, a Rockville, MD based non-profit that manages youth and land programs to preserve and better utilize our nation’s National and State Parks. He is also a member of the finance committee for the Old St. Paul’s Episcopal Church in Baltimore.