Steve is the founder and Chief Executive Officer of Spotlight Asset Group. After spending the first fifteen years of his career helping clients in both the broker-dealer and registered investment adviser channels, Steve started Spotlight in 2017 because he wanted to create a wealth management firm that leverages the latest technology and operates with complete transparency in order to deliver a client experience that is second to none in the financial services industry.Early in his career, Steve gained invaluable insight and experience working with clients at some of the largest and most established companies in the industry, including Merrill Lynch, Charles Schwab, and TD Ameritrade. Immediately prior to founding Spotlight, Steve served as the Director of Wealth Management for a top-ranked independent financial adviser, where he helped the wealth management group grow both its assets under management and its number of wealth managers by over 200%, served on the firm’s investment committee, and created a group to manage several hundred million dollars in client accounts that utilized option strategies. In addition to leading the team at Spotlight, Steve has a strong passion for mentoring and often counsels people on breaking into the financial services industry.
Steve grew up in Western New York and currently resides in the suburbs of Chicago with his wife and son. In his free time he enjoys fishing, skiing, and traveling with his family.