Steve is a member of Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients’ challenges. He helps lead our multi-asset team in addressing client needs through custom multi-asset solutions, advisory engagements, and product design. He is also a member of our investment committees.

Prior to joining Wellington Management in 2008, Steve worked as chief investment officer and director of research at 2100 Capital Group. Before that, he held a variety of positions at Putnam Investments, including co-head of asset allocation and associate director of fundamental equity research. He also held financial analyst positions at Pell Rudman, Applied Economics, and Investment Dealers’ Digest.

Steve earned his MBA from Dartmouth College and his BA in economics from the College of the Holy Cross. He also earned a PhD in finance from EDHEC Business School with a focus on alternative risk premia.