Steven Cutcliffe

Steven Cutcliffe Email and Phone Number

Partner @ Cerity Partners | Family Wealth Management, Funds Management @ Cerity Partners
Steven Cutcliffe's Location
Greenbrae, California, United States, United States
Steven Cutcliffe's Contact Details

Steven Cutcliffe personal email

Steven Cutcliffe phone numbers

About Steven Cutcliffe

At Cerity Partners, my focus is enriching the financial legacy of families and institutions through bespoke wealth management solutions. With a robust background in funds and family wealth management, the transition to Partner has enabled me to leverage my expertise to foster growth and safeguard assets. Previously, as Co-Founder and CEO of Abbrea Capital, I championed a client-centric approach that culminated in a strategic merger with Cerity Partners. Our team's dedication to excellence and tailored investment strategies has consistently empowered clients to achieve their financial aspirations.

Steven Cutcliffe's Current Company Details
Cerity Partners

Cerity Partners

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Partner @ Cerity Partners | Family Wealth Management, Funds Management
Steven Cutcliffe Work Experience Details
  • Cerity Partners
    Partner
    Cerity Partners Aug 2024 - Present
    New York, Ny, Us
  • Abbrea Capital
    Co-Founder And Ceo
    Abbrea Capital Jul 2015 - Sep 2024
    Greenbrae, California, Us
    August 2024, Abbrea Capital combined with Cerity Parnters.
  • Genspring Family Offices
    Family Investment Officer
    Genspring Family Offices Jan 2014 - Jul 2015
    GenSpring, a wholly-owned subsidiary of SunTrust Bank
  • Suntrust Bank
    Managing Director
    Suntrust Bank May 2011 - Jul 2015
    Charlotte, Nc, Us
  • Csi Capital Management
    President
    Csi Capital Management Dec 2002 - May 2011
    San Francisco, Ca, Us
    May 2011, CSI Capital combined with SunTrust Bank.
  • 3Bridge Capital
    President
    3Bridge Capital Dec 1999 - Mar 2003
    March 2003, 3Bridge Capital combined with CSI Capital.
  • Hanson Investment Management
    Managing Director
    Hanson Investment Management May 1991 - Dec 1999

Steven Cutcliffe Skills

Investments Asset Allocation Portfolio Management Private Equity Alternative Investments Asset Managment

Steven Cutcliffe Education Details

  • Dartmouth College
    Dartmouth College
    Economics And Government
  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Finance
  • Dartmouth College
    Dartmouth College
    Government
  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Master Of Business Administration - Mba

Frequently Asked Questions about Steven Cutcliffe

What company does Steven Cutcliffe work for?

Steven Cutcliffe works for Cerity Partners

What is Steven Cutcliffe's role at the current company?

Steven Cutcliffe's current role is Partner @ Cerity Partners | Family Wealth Management, Funds Management.

What is Steven Cutcliffe's email address?

Steven Cutcliffe's email address is cu****@****ail.com

What is Steven Cutcliffe's direct phone number?

Steven Cutcliffe's direct phone number is +141589*****

What schools did Steven Cutcliffe attend?

Steven Cutcliffe attended Dartmouth College, The Tuck School Of Business At Dartmouth, Dartmouth College, The Tuck School Of Business At Dartmouth.

What are some of Steven Cutcliffe's interests?

Steven Cutcliffe has interest in Social Media, Consumer Internet.

What skills is Steven Cutcliffe known for?

Steven Cutcliffe has skills like Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Asset Managment.

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