Gallery
As Managing Director at PFM Asset Management LLC, Steven provides crucial investment advisory services to a variety of organizations, including cities, counties, hospitals, universities, airports and school districts. His strong work ethic, passion for helping others, and desire to give back to the community were instilled in Steven at a young age by his parents, who emigrated to the United States in 1952. Steven spent a decade working for state and local governments, learning the skills needed to solve the challenges many entities face when it comes to cash management and investment programs. Steven has called that “some of the best moments of my career.”
Accomplishments
Having received an excellent education from Winter Park High School and Stetson University, Steven had the tools to rise quickly and became a leading Investment Advisor in Florida and throughout the nation. Over the past 20 years at PFM, Steven has had the honor and privilege to work with a firm that shares his core values, including a passion for helping clients achieve their goals by identifying their challenges, providing strategic plans that improve their portfolio, and creating new opportunities for them to ensure the success of their organizations. Steven also believes strongly in serving the community he works in by volunteering, donating, and giving back. Steven has been a member of numerous local government organizations, including the Governor’s Affordable Housing Study Commission. He brings the same qualities to these organizations that he employs in his professional career and philanthropic efforts: hard work, energy and drive, and a heartfelt commitment to serving others.