Steven has over 25 years of alternative investment experience. In 2001, he joined Crystal, launching several US based multi-strategy fund of funds. Having a keen understanding of the industry, Steven realized that one size does not fit all, and advisors needed more customizable options to avoid manager and strategy overlap in client portfolios. Thus, he initiated the Customized Portfolio Program, providing financial advisors with a platform to build customized hedge fund and private equity portfolios for their clients. Steven is primarily responsible for the company’s strategic direction as well as overseeing manager selection and investment support services. He earned his M.B.A. with a specialization in investments from the University of Miami and his B.S. from Bentley College.
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