Explore institutional insights
Steve’s primary focus is identifying new fixed income business opportunities, and forging strong relationships across our affiliate companies to provide a seamless experience to clients, prospects and investment consultants. He works closely with his fellow sales leaders to execute our broad distribution strategy.
Steve joined SLC Management in 2021 and is based in our Wellesley, MA office. He has over 28 years of industry experience leading business development, consultant relations, product management, client solutions and client relationship management efforts across multiple channels and asset classes. He specializes in fixed income and liability driven (LDI) investment solutions and has extensive portfolio management experience.
Steve was most recently Principal, Senior Client Portfolio Manager at Income Research + Management in Boston, MA. In that role, he led multiple cross-functional groups, heading the LDI investment team and managing a team of client portfolio managers responsible for almost half of the firm’s institutional client assets. His portfolio of work also includes senior positions at Legal and General Investment Management and GW&K Investment Management.
Steve is a CFA and graduate of Boston University, with an MBA in Finance.