As a senior associate of business operations, Stephen assists the firm with the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.

Prior to joining Crestone, Stephen was a senior consultant for Northern Trust in its hedge fund services division. In this role, he was responsible for supporting client’s treasury and onboarding needs, as well as managing collateral portfolios, cash management and daily liquidity for clients. Stephen has deep knowledge in treasury management with experience in cash, collateral, and FX management.

Stephen received his Bachelor of Science in marketing from Illinois State University. 

What quality of yours makes you best suited to what you do?
I am a curious person. I ask a lot of questions and I thrive on building relationships. There is no better feeling than being on a team and solving a problem together.
What do you love to do outside of work?
I love being outdoors playing golf, rock climbing and hiking
What is your favorite book?
The Alchemist, by Paulo Coelho