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Steven Filipe, CSM, is an accomplished professional with extensive experience in project management and technology strategy. As the Associate Director at Pathstone since September 2023, Steven has previously served as Senior IT Project Manager at Veritable LP from February 2005, where responsibilities included developing firm-wide technology strategies and managing the Software Development Life Cycle (SDLC) across various teams, leading to enhanced operational efficiencies and revenue growth. Prior roles include Director of Client Services and Project Manager at The Sycamore Group, where Steven oversaw project management, business analysis, and client interactions. Steven's early career at Foster Wheeler encompassed roles from Proposal Manager to Senior Project Engineer, focusing on engineering and project coordination. Educational qualifications include an MS in Management and a BS in Mechanical Engineering from Drexel University.