Steve is a seasoned Investment Adviser with over two decades of dedicated experience in private client wealth management. His journey in finance began following the completion of his Bachelor of Business (honours) degree at Monash University.
Steve's career started as an economic consultant in his family business, where he gained foundational insights into understanding global and domestic economic trends. From here, he transitioned to UBS Wealth Management, ultimately attaining the role of Executive Director, where he leveraged his proficiency in domestic and international equities, fixed-income securities, real estate investment trusts, alternative investments, and derivatives.
Prior to joining LGT LGT Wealth Management, Steve co-founded Escala Partners.
At LGT Wealth Management, Steve leads a dedicated team that provides professional financial advice to approximately 100 high-net-worth families, family offices, and not-for-profit organisations. Alongside his long-time colleague Mason Allamby, and supported by Chris Quigley, Steve de Bolfo, and Amelia Kelaher, Steve is passionate about guiding clients' investments and building multi-asset portfolios tailored to their specific needs and aspirations.
Outside of his professional endeavours, Steve is a devoted family man with three very active children. His personal interests include ocean swimming, golf, world sport and exploring new destinations through travel.
