Regional Director
Steve is responsible for business development and relationship management in the southwest region. Steve began his career in the investment management industry in 1993. Prior to joining Parametric/Eaton Vance in 2014, he was a director within the RIA, Family Office, and Bank Trust Division at MFS. He was previously affiliated with INVESCO’s separate account group as regional director, Smith Barney, and ADP. Steve earned a BS in business administration, with honors (magna cum laude, Phi Beta Kappa, Beta Gamma Sigma), from Wake Forest University. A CFA charterholder, he is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth.