Portfolio Implementation Specialist
Direct: (425) 531-7327
Office: (425) 467-1011 Ext. 207
Steve is the numbers guy at Avier, responsible for balancing client portfolios to ensure that they remain within tolerance of their selected allocations. He is also tasked with trade execution, account reconciliation, and portfolio reporting. Steve transitioned into financial services from the hospitality industry, and he brings with him a strong dedication to customer service. Even though he works in a world of numbers, he loves interacting with Avier’s diverse clientele.
Steve is a first-generation U.S. citizen whose parents emigrated from Germany. He was the first Zeller to graduate from college. He lives in the Green Lake neighborhood with his lovely wife and dog. Steve regularly volunteers his time with various charitable organizations dedicated to serving others and is on the board of Water Access Now. In his spare time, you can find him hiking and exploring the beautiful Northwest.
Bachelor of Arts in Economics, University of Washington