Steven is an experienced finance professional specializing in analyzing and investing in the equity of companies engaged in mergers and acquisitions. Steven’s 14-year career of M&A equity investing spans senior roles at firms ranging from a large investment bank to his own $500 million investment partnership, funded by a wide range of institutional and family office investors. Steven managed the merger/acquisition investment strategies at Guggenheim Global until December 2014, at Brencourt Advisors from 2010 to 2012, and at Forest Investment Management from 2004 through 2007. In 1997, Steven was one of two founding partners of Avery Partners, a merger/acquisition investment fund that managed over $1 billion in merging company equities at its peak. Steven began his career as an analyst at investment banking firm Kidder, Peabody & Co.
In addition to his merger and acquisition focus, since 2015 Steven has invested family office assets in opportunistic strategies including long/short equity, private equity, real estate, and algorithmic futures trading.
In the realm of social entrepreneurship, Steven has been involved since 2017 in helping to create affordable housing in West Africa.
Steven earned his MBA in finance from Columbia Business School and his AB in behavioral science from The University of Chicago.