Steven has 5+ years of experience in asset management and financial services. Prior to joining Paralel, Steven was a Vice President at XA Investments focused on product and business development. During his time at XA Investments Steven was responsible for overseeing listed closed-end fund and non-listed closed-end fund product management decisions along with helping lead the XA Investments consulting and research practices.
Previously, Steven worked consulting lenders across the country in the government guarantee lending space at Windsor Advantage. Under his management, he oversaw a portfolio of more than 1,100 loans totaling over $1.3bn. Also, Steven was responsible for building the Portfolio Management and Construction Management Departments at Windsor Advantage. Prior to working at Windsor Advantage, in 2011 he was drafted in the third round of the Major League Soccer SuperDraft and played five years of professional soccer. Steven received his B.B.A. in Finance from the University of Notre Dame and holds FINRA Series 7 and 63 licenses.
Steven enjoys skiing, hiking and anything active! He has a clown fish that is 12 years old and a golden retriever named Piper. Recently married in June of 2024, he lives in Bucktown, a neighborhood of Chicago with his wife Ally.