Steve is President of Greystone Capital Management (“GCM”), where he manages his client's assets and financial goals expectations. He has been in the financial services industry for 34 years and uses this vast experience to help his clients sort through global trends, geo political events, and economic news. He employs a common sense approach to investing. Steve is 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. 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 and is a member of Greystone Golf & Country Club.
Licenses: Series 7, 24, 63, 65
Insurance Licensed