Steve Neri

Steve Neri has over 19 years of experience in the financial industry, with their most recent role being Sr. Vice President at Mischler Financial Group since October 2020. Prior to that, they held the position of Sr. Vice President Institutional Fixed Income at Ladenburg Thalmann from October 2015 to October 2020. Earlier in their career, Steve worked as a Sr. Vice President - Institutional Fixed Income at Gilford Securities from December 2001 to October 2015. In these roles, they specialized in trading various fixed income securities for conservative institutional investors, such as government agencies, municipalities, and universities. Steve has extensive experience in executing trades in US Treasury, municipal, federal agency, and corporate bonds.

Steve Neri attended the University of California, Riverside from 1991 to 1995, where they pursued a degree in Economics. Additionally, they obtained the Series 7 and Series 66 certifications from the Financial Industry Regulatory Authority (FINRA) in November 2000.