My Story

"The two best titles I’ve ever had are Dad and Coach - both reflect trust, growth and guidance."

After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched Great Diamond Partners, a $700M independent wealth management firm in Portland, Maine. As CEO and Founding Partner, Steve strategically led the firm, focused on business development activities and directed the investment strategy. Always curious, Steve engages with other industries and companies, in addition to wealth management firms, learning from their experiences. This curiosity and an abundance mindset fuels his entrepreneurial spirit, always thinking about how he can help others reach their self-described definition of success, pushing limits and creating original solutions. In June 2024, after considerable reflection, Steve decided he could have a greater impact on the industry, including all of the clients it serves, and also gain greater personal satisfaction as a coach. Like the rest of his career, he views Grandview & Co as a journey, one that will continually evolve. Both a driven entrepreneur and competitive athlete, outside of work, Steve is a “collector” of sports including sailing, rowing, swimming, trail running, skiing and rucking. A recent convert to meditation and journaling, he believes in the powers of pause, recovery, reflection and clarity.

"Grandview"

Reflecting big thinking, Grandview is also the name of the property my family has owned in Castine, Maine, since 1883. It’s the highest point on the coastal town, with a view that has been the backdrop for many meaningful moments in my life. My parents still live at Grandview. My Dad was my first business partner until he retired from UBS in 2001, and as a fellow Visionary, he taught me about understanding others, generating paradigm-changing ideas and the discipline it takes to succeed. He also instilled in me a passion for sailing, a sport we still share together.

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