Managing Member, IPD Capital
Steve is a former member of the executive management committee for Global Banking and Markets at Bank of America Merrill Lynch where he was Chief of Staff and led the Chief Operating Officer organization. Steve held key management positions in the Merrill Lynch organization including: Head of Americas Equity Sales (all products), Head of Americas Equity Research, and Head of Global Pharmaceutical Research (#1 ranked pharmaceutical research analyst according to Institutional Investor, Reuters & Greenwich Associates). Steve also worked on major cost reductions programs at Bank of America (project New BAC, $8 BB in savings) and Humana (Project Sparc) while at BofA and at Vici Capital Partners. Steve started his investment banking career at J.P. Morgan & Company where he worked on numerous corporate finance and M&A transactions.
Prior to going to Wall Street, Steve was a Member of the Technical Staff in the basic research division of AT&T Bell Laboratories in Murray Hill, NJ.
Steve holds an MBA from the Wharton Business School and B.S. and M.S. degrees in Chemical Engineering from UCSD.