Founder and Managing Partner, Certified Private Wealth Advisor®
Steve is a Founding Partner of Icon Wealth Partners and is a member of the firm’s Investment Committee. Steve has more than 30 years of experience in the financial services industry. Before founding Icon Wealth Partners, Steve served high-net-worth clients as a Private Wealth Advisor in Morgan Stanley’s Private Wealth Management unit with his business partner, Mark McAdams. Previously, Steve was a Senior Partner in the Financial Services practice of the global consultancy Accenture, where he served large financial institutions in the U.S. and internationally.
Steve earned his Bachelor’s degree in Finance at Texas A&M University in 1985. He is a Certified Private Wealth Advisor, a certification of the Investment Management Consultant Association (IMCA). He also attended the Booth School of Business at the University of Chicago.
Steve is a native Houstonian and remains active at his alma maters, St. Thomas High School (Houston) and the Mays School of Business at Texas A&M University. He is a Trustee of the St. Agnes Academy Foundation and is a founding Board Member of SpringSpirit Baseball, a local non-profit that provides life opportunities to underserved youth in the Houston area.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.