Steven W. Nowak

Steve is Managing Director of BT Family Office. In his role, Steve advises ultra-high net worth families, individuals, entrepreneur’s and closely-held businesses on matters related to investment planning, coordination and oversight, family legacy, succession and philanthropy, risk management, lifestyle management and integrated wealth planning and reporting.

Prior to managing BT Family Office, Steve worked at Goldman Sachs & Co. where he led the Private Wealth Management division in the Southeast and Washington, DC regions. Under his leadership, each region achieved record asset and revenue levels. Outside of overseeing the client franchise, Steve focused his efforts on key client and prospective client relationships and retention, business strategy and market growth, community engagement and recruiting. Steve also served as Co-Head of the Division’s Institutional Client Solutions business which advised endowments, family foundations, private foundations and select pension plans.

In the earlier part of his career, Steve worked for SunTrust and American International Group, where he led large-scale strategic initiatives, such as mergers and acquisitions, corporate restructuring/re-engineering, client segmentation and three-five year strategic plans for businesses across the globe.