Steven brings over a decade of financial leadership experience to Constellation, with deep expertise spanning technical accounting, audit, financial reporting, private capital operations, and strategic finance. As CFO, Steven oversees the firm’s financial infrastructure, including its internal private investments division, annual audit and tax compliance, internal controls, and executive and board-level reporting. He also serves on the firm’s Compliance Committee, contributing financial expertise to regulatory oversight and risk management.
Steven began his career in the assurance practice of a Big Four public accounting firm, where he led audits for Fortune 500 companies and developed deep technical accounting capabilities across complex transactions and SEC reporting. He subsequently served as Corporate Accounting Manager and Controller for a PE-sponsored portfolio company in the middle market, where he played a key role in the company’s sale from one private equity sponsor to another. He is a licensed Certified Public Accountant and earned both his Bachelor of Business Administration in Accounting and Master of Accountancy from the University of Georgia.
Why Constellation
Steven joined Constellation drawn to its people-first culture and the meaningful role the firm plays in the lives of its clients and the broader Cincinnati community. Steven has enjoyed the opportunity to build and lead a finance function while contributing to executive strategy, board governance, and the long-term direction of the firm. For Steven, Constellation represents the rare combination of institutional-quality work and genuine personal connection.
What Drives Steven
Steven enjoys spending his time outside of work with his wife and two young children discovering all that Cincinnati has to offer. A passionate sports fan, he roots for the Georgia Bulldogs and all Cincinnati teams with great enthusiasm. Steven is also active in the local community, serving as Treasurer for the Contemporary Arts Center and on the Board of Advisors for the Goering Center for Family and Private Business. In everything he does, Steven leads with energy and a genuine belief that a positive attitude is contagious.