Steve is a Principal at Ironview Capital Management and serves as the firm’s Director of Retirement Plan Services. He leads our Pennsylvania office and brings nearly 20 years of experience working with some of the nation’s largest insurance and investment firms. His knowledge ranges from advanced insurance modeling and product design to investment advisory and group retirement plan solutions.
Awards & Accolades
Steve has been recognized as one of the Financial Times Top Retirement Plan Advisors and was named among the Top 10 ERISA Service Providers by ManageHR. Steve is a Pennsylvania Delegate for the annual NAPA D.C. Fly-In Forum and is a frequent speaker and panel moderator at industry conferences and events.
Education
- Bachelor of Science (B.S.), James Madison University
Industry Credentials
- Accredited Investment Fiduciary (AIF®)
- Professional Plan Consultant (PPC®)
Personal Life
A lifelong Philadelphian, Steve lives in the area with his wife and two daughters. He actively serves on the boards of several nonprofit organizations and is an accomplished ultra-endurance athlete, having completed multiple Ironman triathlons and other long-distance events.