
Steve is a Senior Consultant at F2 Strategy with over a decade of expertise in fund accounting, valuation, financial operations, and reconciliation management. He has a strong record leading hedge fund operations teams, optimizing workflows, and building scalable solutions to mitigate risk while increasing accuracy and efficiency.
At F2 Strategy, Steve has played a critical role on multiple conversions, including a high‑profile client conversion of 57 funds totaling over $600 billion in a single tranche. His work has required detailed reconciliation, valuation oversight, and coordination across stakeholders to ensure successful outcomes.
Steve previously served as a Vice President at BNY Mellon, where he led fund accounting and break resolution teams for alternative hedge fund clients. In this role, he managed end‑to‑end NAV processes and collaborated closely with clients, shadow administrators, and internal stakeholders to launch new funds, asset types, and complex feeder structures. He brings over a decade of experience supporting derivative and OTC-heavy portfolios, including leading the development of a tool enabling three-way valuation comparisons for non-exchange traded securities.
Steve has led numerous high-impact initiatives, including building scalable reconciliation models, streamlining pricing comparisons, and implementing solutions for client-specific tax requirements. His work has supported major platform migrations, including GRX, TLM, and Geneva, and includes developing reconciliation tools and drafting valuation policies for new accounting platforms. Steve is based in Boston.
I am inspired by colleagues and clients who are constantly looking for better ways to solve problems and improve outcomes. Working with experienced professionals who bring different perspectives encourages me to keep learning and expanding my own skills. It is very rewarding to make a positive impact and deliver big results for our clients.
The people I work with. I have the privilege of working with extremely knowledgeable hardworking colleagues who embrace challenges, drive innovation, and continuously push for improvement.
Collaborative, Proactive, Accountable

Steve is a Senior Consultant at F2 Strategy with over a decade of expertise in fund accounting, valuation, financial operations, and reconciliation management. He has a strong record leading hedge fund operations teams, optimizing workflows, and building scalable solutions to mitigate risk while increasing accuracy and efficiency.
At F2 Strategy, Steve has played a critical role on multiple conversions, including a high‑profile client conversion of 57 funds totaling over $600 billion in a single tranche. His work has required detailed reconciliation, valuation oversight, and coordination across stakeholders to ensure successful outcomes.
Steve previously served as a Vice President at BNY Mellon, where he led fund accounting and break resolution teams for alternative hedge fund clients. In this role, he managed end‑to‑end NAV processes and collaborated closely with clients, shadow administrators, and internal stakeholders to launch new funds, asset types, and complex feeder structures. He brings over a decade of experience supporting derivative and OTC-heavy portfolios, including leading the development of a tool enabling three-way valuation comparisons for non-exchange traded securities.
Steve has led numerous high-impact initiatives, including building scalable reconciliation models, streamlining pricing comparisons, and implementing solutions for client-specific tax requirements. His work has supported major platform migrations, including GRX, TLM, and Geneva, and includes developing reconciliation tools and drafting valuation policies for new accounting platforms. Steve is based in Boston.
I am inspired by colleagues and clients who are constantly looking for better ways to solve problems and improve outcomes. Working with experienced professionals who bring different perspectives encourages me to keep learning and expanding my own skills. It is very rewarding to make a positive impact and deliver big results for our clients.
The people I work with. I have the privilege of working with extremely knowledgeable hardworking colleagues who embrace challenges, drive innovation, and continuously push for improvement.
Collaborative, Proactive, Accountable