Steven Etkind is a highly experienced advisor based in New York. After earning his Juris Doctor from Tulane Law School, he began a career focused on financial, legal consulting and advisory services. Steven Etkind's work places him at the center of complex investment and structural decisions for high-net-worth individuals and entities.

Steven Etkind's career began at a Big Four accounting firm in New York. As an associate, he advised major real estate developers on complex partnership allocation formulas and related tax matters for over a year and a half. He continues to apply his advisory skills as a consultant for a New York-based family office firms. Here, he guides clients through business sales processes, helping them select investment bankers and outside counsel. He also ensures proper documentation and record-keeping to help clients prepare for the sales process.

Simultaneously, Steven Etkind serves as a top-level advisor to a private equity investment. In addition to investment strategies, he oversees capital allocation and asset diversification. He structures transactions with other family offices and private equity firms, coordinates external legal and accounting counsel, and advises business purchases and sales. His expertise extends to selecting money managers, monitoring internal controls, and serving as a trusted advisor to business owners with assets exceeding $100 million.