Steve Boyle

About Steve Boyle

Results-driven investment operations executive with a track record of optimizing mid and back-office processes for leading financial institutions. Over two decades of experience in portfolio accounting, reconciliation, billing, compliance, and operational efficiency across SMA, UMA, and mutual fund wrap programs. Adept at leading high-performing teams, streamlining workflows, and ensuring seamless transitions through industry changes.In my most recent role, I led an 11-person operations unit, driving efficiency, accountability, and compliance. My expertise extends to broker/dealer transitions, investment product oversight, and strategic risk management. Previously, I managed a $7B outsourcing initiative, ensuring seamless trading, billing, and settlement processes across multiple asset classes.A frequent speaker at industry conferences, I am passionate about enhancing operational frameworks, leveraging technology to optimize data-driven decision-making, and fostering collaboration between wealth management teams and custodial partners.

Experience

1. Regional Manager

   Edelman Financial Engines

   Apr 2025 — Present · Los Angeles, CA, US

Education

• Rutgers University

  BA, Economics

• Thayer Leadership

  Executive Program Organizational Leadership

  2021

Skills

• Portfolio Management
• Investment Management
• Equities
• Trading Systems
• Investment Advisory
• Investment Strategies
• Alternative Investments
• Private Equity
• Investments
• Series 63
• Due Diligence
• Hedge Funds
• Asset Allocation
• Mutual Funds
• Risk Management
• Wealth Management
• Strategic Financial Planning
• Asset Managment
• Financial Services
• Crm
• Asset Management
• Program Development
• Capital Markets
• Series 7
• Bloomberg
• Strategic Planning
• Financial Markets
• Trading
• Securities
• Fixed Income