Why I Love My Job
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 ad 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 CPA’s and estate planning attorneys, and with money managers, especially the international equity managers.
Steve has been a Regional Director with Halbert Hargrove 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. Steve was recently selected to serve on the Community Foundation Boulder County Investment Committee. Steve is on the Board of San Diego Foundation and completed a term as Chair on June 30, 2023. Steve is also a current member of SDF’s Investment Committee that is responsible for the management of an approximately $1.6 billion in AUM. Steve is on the Investment Committee for the American Lung Association as well. He was a founding Board member of the UCLA Investment Company that oversees the investment of UCLA’s then approximately $4 billion endowment and served a ten-year term through June 30, 2022.
An Academic All-American and Honorable Mention All-American football player at UCLA, Steve graduated with honors and earned an MBA from Stanford University, and has the ACCREDITED INVESTMENT FIDUCIARY™ (AIF) designation from the University of Pittsburgh-affiliated Center for Fiduciary Studies.
Fun Fact
I still occasionally surf—on a very long, big board—usually on the East Cape of southern Baja.
