Steve Hotovec

Steve Hotovec has more than 20 years of experience in investing, managing and financial product development. Mr. Hotovec began professional financial career with Lehman Brothers in Menlo Park, CA actively managing investment portfolios, and specializing in 144 (restricted stock, transactions) for Silicon Valley founders and employees. He co-founded and grew one of the SF Bay Area's first independent boutique technology, research and institutional trading firms and developed an open architecture investment platform allowing institutions and family offices to link multiple managers and strategies to a single investor controlled account. Mr. Hotovec is an author and speaker on the subjects of risk-based (budget) investments and the importance of liquidity and capital controls within public and private investment portfolios.