Vice President
Vice President
(704) 899-5960
(704) 414–8736
and access,
Vice President with 9 years of international relationship management and business development experience. Steve joins 7 Mile from Wellington Management where he worked in their Boston headquarters before moving to London to help grow their Global Wealth Management business, which included several successful Private Equity raises. Prior to that, Steve worked at EY in their Financial Services Advisory practice. Steve is also a CFA charterholder and holds his CPA license in Massachusetts. Originally from Boston, Steve is an avid hockey fan (go Bruins) and in his free time enjoys playing hockey and golf. BS - Finance & Accounting - Boston College; CFA Charterholder; CPA License in Massachusetts.