Steve is a Partner and Wealth Advisor at Riverbridge Wealth Management and has spent his entire career assisting clients obtain and exceed their goals.

Prior to joining Riverbridge Wealth Management Steve was Vice President, Service Director at BNY Mellon. In this role, Steve was responsible for the overall client satisfaction and service levels of institutional asset owners with global assets totaling over $170 Billion.

Steve earned the Chartered Financial Analyst^® designation in September 2016 and the Chartered Retirement Plans Specialist™ designation in November 2021. He holds a Master of Business Administration from Duquesne University, as well as a Bachelor of Science in Business Administration degree from Robert Morris University.

Steve is a member of the CFA^® Institute as well as the CFA^® Society of Pittsburgh, and formally a member of the CFA^® Society of Boston.

Outside of the office Steve enjoys spending time with family and friends, traveling, and sports. Steve serves as Chairperson of the Finance Council for St. Michael Parish, is a board member of King’s Daughters Child Care Center as well as Augusta Levy Learning Center, and is Chairperson of the Tri-State Tax Institute. He and his wife Emily Waters reside in Wheeling, WV with their sons J.B., Eddie and Charlie, and their dog Murphy.