As the Chief Operating Officer at Nations, Steve plays a pivotal role in enabling the firm to reach its objectives by establishing and implementing high-quality systems, processes, and procedures. His expertise in regulatory compliance, risk management, and operations ensures that the firm operates with efficiency and productivity. With decades-long tenure in the financial services industry, Steve is exceptionally suited for overseeing Nations’ operations, supervision, monitoring, and guidance services.

Steve presently possesses a range of licenses, including series 7, 24, 53, 66, and 79, underscoring his proficiency and commitment to his profession. He obtained his BA in Business Administration from Coe College, further enhancing his knowledge and skills in the field.