Steve began his financial markets career in the Financial Institutions Investment Banking Group
of Bear Stearns in the 1990s and
worked in the Mergers & Acquisitions and Media & Communications Groups of TD Securities
from 1999-2006. He later
deepened his knowledge of the media, communications, social media, and big data businesses as
Vice President, Corporate Development
of Tribune Media Company.
Steve’s Experience with Bond E-Trading Systems
In addition to his investment experience, Steve has deep knowledge of the bond markets, having
worked for two leading fixed income
electronic trading companies: BondDesk Group and Tradeweb Direct. While leading Tradeweb
Direct, Steve worked with retail
brokerages, including Fidelity and Charles Schwab, where Tradeweb built systems to improve the
efficiency of corporate bond
trading for retail investors. Steve joined Tradeweb after leading an investment into the company
by a group of nine global
investment banks, including UBS, where he worked in the Strategic Acquisitions Group.
As he learned more about how the corporate bond
market worked, Steve began investing in individual corporate bonds. His significant
experience in financial analysis and his understanding
of how corporate bonds are traded helped him create a method he follows when making corporate
bond investments. This method
has driven strong investment returns and laid the foundation for Bondsavvy.