Before joining CRC, Steve dedicated the majority of his career to research analysis across equity, fixed income, and derivative asset classes. Throughout his extensive career, Steve held senior positions on the sell-side, including Head of Fixed Income Research, Head of Convertible Strategy, and Head of Fundamental Research and Strategy on the buy-side. Additionally, he led two proprietary trading desks with a focus on equities and derivative securities and served as a Portfolio Manager for a large hedge fund. While Steve has significant experience in the Healthcare, Energy, and Industrial sectors, his research coverage also extended to the consumer and technology sectors. As a Head of Research at several firms—including Wachovia Securities, KeyBanc Capital Markets, BTIG, and a family office in Chicago—Steve developed expertise in written and oral communication, presentations of sales and trading ideas, distressed analysis, and complex capital market situations. Steve is the proud father of two adult daughters, and enjoys outdoor activities, music and food in Austin Texas.
Steve currently holds the Series 7, 16, 24, 55, 63, 79, 86, and 87 certifications.
