Bio

Steve founded Park Sutton Advisors in 2008, and actively leads the team today, working closely with our clients to build trusted partnerships that lead to optimal results. Over his 26-year investment banking career, Steve has completed over 160 assignments. Prior to founding Park Sutton Advisors, Steve worked at Putnam Lovell and several other investment banks. Throughout his experience, Steve has advised on many prominent deals in the financial service sector, including Ultimus Fund Solutions on its partial equity sale to LLR Partners, Geneva Capital Management on its sale to Henderson Global Investors, Apex Capital on its sale to Fiera Capital, Cassaday and Company on its sale to Focus Financial Partners, Alitum Wealth on its sale to Hightower Advisors, and The Mather Group on its strategic partnership with The Vistria Group. Steve holds a Bachelor of Arts in Economics from Stanford University and a Master of Business Administration in Finance from The Wharton School at the University of Pennsylvania. He is an alumnus of Manhattan’s Stuyvesant High School. He is fluent in Spanish, worked in the music industry in Mexico City prior to Wharton, and recently relocated to Miami. Steve served as an instructor at Baruch College of the City University of New York. He is a member of the Fidelity Institutional M&A Leaders Forum and sits on the Advisory Board of Manhattan West. Steve holds Series 7, 24, 63, 79, and 99 registrations.