Steve has over 35 years experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER® certificant. Steve has held many roles throughout his career including as a financial adviser, research director, branch manager, trading supervisor, registered options principal and chief compliance officer. He has worked at regional brokerage firms, investment banks and boutique investment advisors including Merrill Lynch, Shearson Lehman Brothers, Morgan Stanley, Donaldson Lufkin & Jenrette, Schafer Cullen Capital Management, and The Cullen Funds Trust.