Steve has more than 25 years of experience in financial technology working for both startups and large firms. In his current role, he is the COO for the Portfolio Management and Trading group at FactSet. FactSet is building technology to address the full Portfolio Lifecycle and Steve is helping to lead the firm’s efforts around building tools for portfolio managers and institutional traders.
Previously, Steve was responsible for Sales at OpenFin. OpenFin is a FinTech startup that is driving the evolution of the development of web applications within financial services.
Steve was a founding employee at Liquidnet, a revolutionary electronic brokerage firm serving the largest money managers in the world. Steve was responsible for designing the trading application that allowed Liquidnet to become the tenth largest broker in the United States and a major broker in more than 40 other markets around the world. In addition, he held senior roles in Sales, Business Development, and Corporate Strategy.
He started his career in consulting with PricewaterhouseCoopers and later worked at J.P. Morgan, Vie Systems, and Armonie Software. He holds an M.B.A. from the NYU Stern School of Business and a B.S. in Finance from Lehigh University.