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Steve joined Lovell Minnick Partners in 2016 and is a Managing Partner. Steve chairs the firm’s Partnership Committee and is a member of the Investment Committee. He came to the firm from UBS, where he most recently served as the Head of FIG Investment Banking Americas and Global Head of Financial Technology & Services. He was also a member of the investment committee for the UBS FinTech Strategic Investment Group. Prior to joining UBS in 2013, Steve served as Vice Chairman and Co-Head of FIG Investment Banking Americas at Credit Suisse, which he joined in 2007. He began his investment banking career at Putnam Lovell Securities, where LMP was incubated, in 1995 where he rose to become head of its investment banking division.

Steve is a member of the Boards of Directors of Omni Healthcare Financial, oneZero Financial, National Auto Care, SRS Acquiom, and Trea Asset Management. He earned his M.B.A. from the Fuqua School at Duke University and holds a Bachelor of Science degree in Finance & Management with a minor in English from Virginia Tech University.