Steve is a Partner at AndCo Consulting. He works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, and nonqualified plans by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, evaluation, provider searches, and total plan cost analysis.
Steve has over 30 years of experience in benefits plan administration for both public and ERISA qualified retirement plans. Prior to joining AndCo Consulting, he was responsible for all areas of retirement, health and benefits administration forthe Southeast and Mid Atlantic as a Principal at Mercer. He has also held leadership positions with Wachovia (Wells Fargo) and STI Capital Management(SunTrust), including Managing Director roles in both retirement and investment management. Steve is a frequent speaker at educational and industry conferences and has held several Committee and Board positions.
Bachelor of Science, Finance, University of South Florida
Graduate Trust Degree in Employee Benefits, American Bankers Association
Master of Business Administration, Rollins College Crummer Graduate School of Business