Steve is a managing director and directs the firm's relationship management activities. He has been in the investment industry since 1993. Prior to joining 300 North Capital, LLC in 2001, he served as an associate at Sanford C. Bernstein & Co., and as a trader at Lind-Waldock & Company. He was most recently the first vice president of Client Service and Marketing at Froley, Revy Investment Co. Steve holds a BA degree from California Polytechnic State University, San Luis Obispo. Steve is a Chartered Financial Analyst and a member of the CFA Institute.