Steve has practiced public accounting since 2000, providing audit services to companies within the financial services industry. His experience spans the financial services sector, with a particular focus on alternative investments and asset management.

Possessing a comprehensive understanding of the field, Steve has worked with diverse alternative investment funds, including private equity funds, venture capital funds, hedge funds, and fund of funds. His clientele also includes both public and private asset managers, mutual fund complexes, and broker-dealers.

Steve has worked with some of largest asset management firms in the country. He also actively participates in the fintech space, where he advises clients on various accounting matters, including consolidation, financial asset transfers, and securitization.

• Part II – A Checklist Guide: Emerging Fund Managers (BDO Website, June 2022)
• A Checklist Guide: Emerging Manager (BDO Website, February 2021)

• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants

• BS, finance, Santa Clara University