Steve is President of Greystone Capital Management (“GCM”), where he manages his client's financial goals and expectations. He has been in the financial services industry for 30 years and uses this vast experience to help his clients sort through global trends, political events, and economic news. He employs a common sense approach to investing. Steve considers himself a methodical, forward-thinker who is genuine and authentic in his approach. Those qualities are the foundation upon which GCM is built. Steve's client base includes high net worth individuals, small business owners, institutional accounts, and 401(k) plans. His past roles include various senior leadership positions, including Managing Director/Co-COO, Director of Investment Advisory Services, and Senior Vice President.
Steve is very active in the Birmingham community, having moved here in 1996. He loves spending time with his family on weekends, following his son's baseball teams, and golfing. He is a member of Greystone Golf & Country Club.
Licenses: Series 7, 24, 63, 65
Insurance Licensed