My Story
Steven began his career in the Merrill Lynch Private Bank helping to create investment strategies for high-net worth individuals and their companies. During his tenure the business grew from 400MM in assets to over 1B+ in assets. After a few years, Steven left Merrill with his team to go to Morgan Stanley where he continued to provide that same advice. At Morgan Stanley, he had a heavy focus on alternative investing, specifically helping clients work across the private equity landscape. In addition, Steven has been an investor in several industries that include Hospitality, Real Estate, and Consumer Products. Steven always had an entrepreneurial spirit and with the rise of the digital economy saw a tremendous opportunity to help business owners find the tools and resources necessary to drive growth and efficiency in their business. As a result, Stac Strategies was born. In his free time Steven enjoys watching the Yankees, Florida Gators, and skiing.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
973-714-4182