Steve guides Green Square’s strategic planning process and its service and distribution platforms, working with high net worth families and entrepreneurs creating investment strategies to meet their needs. He is a member of the firm’s executive committee, investment committee and board of directors. With over 20 years of experience managing client portfolios, Steve is a specialist in value investing and asset allocation.
His many accomplishments before founding Green Square in 2001 include serving as vice president in Goldman Sachs’ Investment Management Division, where he managed in excess of half a billion dollars. He worked in the Debt Capital Markets Group and Equity Research Sales Group in the Global Capital Markets Division at Merrill Lynch in New York. Steve is also co-founder of Center Coast Capital, a mid-stream energy investment management firm headquartered in Houston, Texas, with over $3.5 billion under management. He currently serves on multiple boards including the Else School of Management at Millsaps College, Carnival Memphis, LeBonheur Children’s Hospital, Presbyterian Day School, and the Young Presidents Organization. He has twice chaired the YPO-WPO International Wealth Management Conference.
Steve received his Bachelor of Business Administration in Finance, with honors, from The Else School of Management at Millsaps College. He attended Harvard Business School’s executive education program as well as The National Defense University at Fort McNair in Washington, D.C.
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