Steve has a dual focus on both the retail and business development transactions. In the retail sector, he co-leads C.F. Smith’s asset management advisory team with Chief Executive Officer, Neil Robinette and Chief Financial Officer, Barry Embler. Steve pursues client transactions in the company’s core Carolina markets and expansion of the portfolio in opportunistic regions.
Steve and his wife, Whitney, live in Pinehurst with their son and three daughters. Having played a lot of sports growing up in what Steve calls the “locker room” environment, he appreciates his time with his son and is learning something new every day with his girls. He understands now more than ever how the song is sung: “Thank Heaven for little girls.”