Steve has over 25 years of financial services and real estate experience advising CFOs, CEOs and business owners on cash management, capital structure, valuation, industry trends, financial forecasting, succession planning, and other strategic alternatives.
He was most recently Tampa Bay Market President for Beach Bank, where he led the bank’s successful de novo expansion in Tampa, generating over $175MM in loan commitments and $125MM in core deposits in less than 3 years.
Prior to Beach, Steve was Commercial Bank Executive – West Florida Region and Tampa Market Executive for Regions Bank, generating over $1BB in loan commitments in middle market M&A, private equity and traditional middle market financings from 2013-2018. Criticized assets declined from over 28% of portfolio to below 2% during his tenure.
Previously, he was the CFO for Harrod Properties and President of Florida Bank. He also has experience in M&A investment banking and private wealth management with predecessors to Wells Fargo and Bank of America.
Steve earned his MBA from the Wharton School of the University of Pennsylvania, where he was a Palmer Scholar (top 5%) and was selected as a Teaching Assistant for Corporate Finance and Advanced Corporate Finance. Steve’s undergraduate degree is from the University of Florida. Additionally, Steve is a Certified Valuation Analyst.
A Tampa native, Steve has been involved in numerous local charities, and he currently serves as the Vice-Chair of Zoo Tampa. He was President of Association for Corporate Growth (ACG) – Tampa Bay in 2018 and 2019. Steve is a Trustee of the City of Tampa General Employees’ Pension Fund, and he has twice been a public member of the Florida Bar Grievance Committee.