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Steve advises a wide range of individual and institutional clients, including two family foundations, entrepreneurs, executives, and retirees as Regional Director at Halbert Hargrove. He began his investment management career in 1981, and later formed his own Registered Investment Advisory business. Steve is a Past Chair of The UCLA Foundation and is a founding board member and currently serves on the UCLA investment Company Board. He also serves on the Investment Committee for the National American Lung Association. Steve received his bachelor of arts degree from UCLA, an MBA from Stanford University, and the Accredited Investment Fiduciaryâ„¢ from the University of Pittsburgh-affiliated Center for Fiduciary Studies.