Bio

Steve founded Park Sutton Advisors in 2008, and actively leads the firm today, working closely with our clients to build trusted partnerships that lead to optimal results. Over his 25-year investment banking career, Steve has completed over 130 assignments. Steve has worked closely with asset and wealth managers, broker-dealers, and fund administrators globally. Prior to founding Park Sutton Advisors, he was a partner at Cambridge International Partners and led the North American practice at MilleniumAssociates. He also worked at Putnam Lovell. Steve holds a Bachelor of Arts in Economics from Stanford University and a Masters of Business Administration in Finance from The Wharton School at the University of Pennsylvania. He is also an alumnus of Manhattan’s Stuyvesant High School. He is fluent in Spanish and lived in Mexico City for several years between attending Stanford and Wharton. Steve is an active speaker at industry events and contributor to industry publications. From 2007 to 2017, he was a participant in the CFA Institute’s Speaker Retainer Program, frequently speaking on the valuation of asset and wealth management firms. He has also served as an instructor at Baruch College of the City University of New York. He is on the Oak Street Funding RIA Advisory Board, and is a member of the Fidelity Institutional M&A Leaders Forum. He holds Series 7, 24, and 63 registrations.