We understand the challenges you face as a wealth management leader
Optimize your succession plans, expand your margins and sustainably grow your firm. As the owner of an RIA, you face the same challenges and opportunities I faced in my 31-year career as an advisor and CEO.
TESTIMONIALS
"Working with Steve has been a very enriching experience for me. Although he was a client, which can create interesting dynamics, I experienced our relationship on a much higher level. He always brought a fresh perspective into looking at the business of wealth management, but more importantly on life. If you are wealth management entrepreneur, or thinking about becoming one, I would highly recommend a conversation with Steve."
"I love working with him. He is an innovative thought leader who keeps you on your toes and always lights up the room with a twinkle in his eye and a smile when he throws you a curve ball that lands in the right spot."
"In my role as a financial services professional and CEO, I’ve had the good fortune to collaborate closely with Steve on a number of levels. He has consistently helped me with identifying the root of an issue or opportunity and challenged my thinking to find a (great) solution. Anyone with aspirations for significant growth or change is likely to benefit from engaging in a conversation with him. Steve has a rare combination of being deeply insightful with a sense of humor."
"The two best titles I’ve ever had are Dad and Coach - both reflect trust, growth and guidance."
After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched Great Diamond Partners, a $700M independent wealth management firm in Portland, Maine. As CEO and Founding Partner, Steve strategically led the firm, focused on business development activities and directed the investment strategy. Always curious, Steve engages with other industries and companies, in addition to wealth management firms, learning from their experiences. This curiosity and an abundance mindset fuels his entrepreneurial spirit, always thinking about how he can help others reach their self-described definition of success, pushing limits and creating original solutions. In June 2024, after considerable reflection, Steve decided he could have a greater impact on the industry, including all of the clients it serves, and also gain greater personal satisfaction as a coach. Like the rest of his career, he views Grandview & Co as a journey, one that will continually evolve. Both a driven entrepreneur and competitive athlete, outside of work, Steve is a “collector” of sports including sailing, rowing, swimming, trail running, skiing and rucking. A recent convert to meditation and journaling, he believes in the powers of pause, recovery, reflection and clarity.
