Steven Dorval

Steven Dorval, CFA, is a financial services innovator with a proven track record in building high-performing teams and developing successful startup ventures. Currently, they serve as the Founder and CEO of Dorval Advisory Group, driving business results for financial services companies and fintech startups. Previously, they held multiple leadership roles at New York Life Investments, where they significantly increased assets under management and pioneered new business strategies. As a mentor and public speaker, Steven is passionate about enhancing access to financial services and fostering innovation in the industry.