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Steve began his carrier at the Wall Street branch of IBM. He quickly rose to become lead relationship expert to their largest financial clients.

Under the mentorship of Dr. Harry Markowitz, Nobel Laureate in Economics, Steve began introducing the benefits of Modern Portfolio Theory to Wall Street. At Daiwa Securities, he integrated equity derivatives with equity financing thus becoming one of the first “prime brokers.”

Steve played an active role during resolving the Long-Term Capital crisis and was an active member of the team, which eventually brought resolution.