Steven brings over a quarter century of experience leading Asset and Wealth Management Executive Search & Consulting for DAK Associates. At Gladstone he supports new client development and oversees Buy-side and Sell-side engagements, across all phases of the process.
In addition to his roles in Search and M&A Brokerage, Steven has been a major contributor to the Envestnet Institute on Campus initiative. He resides in Philadelphia with his wife Jennifer, son Brannen, and daughter Isabel. He earned his FINRA 79 license in 2022.
