Steve Mace has more than 30 years of experience in the investment industry as an attorney, Certified Public Accountant, Certified Financial Planner®, Chartered Financial Analyst® and Chartered Global Management Accountant®. Mr. Mace has served in the C-suite, as President, Chief Operating Officer, Chief Compliance Officer, Director and Managing Director – and as a shareholder – of institutional investment firms over the last 20 years. He is a proven problem-solver and is intimately familiar with the inner workings of investment enterprises. He has been actively involved with governance matters, having served as a director for closely-held businesses as well as member and audit chair of the National Board of Directors of the Financial Planning Association® (FPA®). In prior years, he was actively involved with the FPA®, the Certified Financial Planner Board of Standards and the College for Financial Planning®.
Mr. Mace is registered with the Financial Industry Regulatory Authority (FINRA) as an Investment Adviser Representative.