Steve is a Founder and Managing Partner of Icon and is a member of the firm’s Investment Committee. With nearly four decades of financial industry experience, he focuses on managing the complex financial needs of ultra-high net worth families and business owners.
Prior to co-founding Icon Wealth Partners, Steve served high-net-worth clients as a Private Wealth Advisor in Morgan Stanley’s Private Wealth Management. He began his career at Accenture and spent over 20 years as a Senior Partner in the Financial Service practice.
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 Investments and Wealth Institute.
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 former 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.
