Dr. Steven is an accomplished investor, entrepreneur, and philanthropist.
Steven manages his family assets with a focus on thesis-driven opportunistic investments in three asset classes which include real estate financing, real estate investment, and private equity in small-growth companies.
Steven has held C-Level positions in various financing enterprises for 18 years and has been investing in real estate for 20 years. During that time he coordinated over $1 billion in real estate financing for companies like American Express, Hewlett Packard, and Exxon Mobil, and founded ZeusLending.com which is the leading online provider of real estate financing and the fastest real estate lender in the United States.
At Zeus, Steven manages a team that is responsible for more than $2 billion of retail mortgage loan originations. According to Inc. Magazine, Zeus is the 37th fastest growing private financial service firm in the United States. Steven founded New York Mutual, which provides bespoke lending, servicing, and financial management services to institutional and private clients throughout the United States and abroad. New York Mutual has sourced, underwritten, and serviced more than $300 million and 2,000 transactions in non-traditional real estate financing. Steven is the founder and fund manager of The January Fund. The January Fund is a $100 million SEC-registered debt fund that provides credit facilities to non-bank real estate lenders. Steven’s financing enterprises have spanned two economic cycles, and his disciplined focus on capital preservation has resulted in a best-in-class total default rate below one percent and no annual losses.
Steven has been interviewed by local and national news organizations like FOX, ABC, CBS, CNN, and Bloomberg on the financial markets, and he is a contributing author at Entrepreneur.com. Steven sat as an Honorary Chairman of the Business Advisory Council of the National Republican Congressional Committee. He was an Ernst and Young Global Entrepreneur of the Year Finalist. For more than a decade, he served on the board of directors for the oldest and largest real estate investment association in the United States (The RICH Club). He served on the board of directors for the Houston Mortgage Association and the Anti-Defamation League (ADL). Steven currently sits on the Overseas Appropriations Committee for the Jewish Federation of Houston, and he sits on the Dean’s Advisory Council for the University of Houston School of Business. National Mortgage Professional Magazine has repeatedly ranked Steven as one of the “Top 40 Most Influential Mortgage Professionals in the United States”, and the Houston Business Journal ranked him as one of the “Top CEO’s in Houston”.
Steven graduated with high honors from the University of Houston with a B.S. in accounting and holds a Certified Public Accountant (CPA) designation. He has a Master’s Degree in Economic Development and Entrepreneurship from the University of Houston. Steven completed the Strategic Marketing Management Program at Harvard Business School, and he is currently a PhD candidate in Organizational Leadership at The Chicago School.
Steven is the founder of The Fanatical Change Foundation. His philanthropic recognition includes the Houston Astros “Hometown Hero”, the City of Houston “Humanitarian Award”, the Lululemon “Modern Day Man”, and the United States Presidential “Life-Time Achievement Award”.
Steven is a four time world champion power-lifter and 2015 world record holder. He has summited Mt. Kilimanjaro, completed the Houston Marathon, ran with the bulls in Spain, and finished second in the Houston Amateur Arm-wrestling Championship.
- C-Level positions in Financing Enterprises for 18 years
- Over two billion in retail mortgage loan originations
- Retail mortgage loan licensing for Fannie Mae, Freddie Mac, FHA, VA, and USDA mortgage loans
- Managing partner and/or investor of a real estate portfolio valued over $75 million
- Key fundraiser for Distressed Hotel Debt/Construction Fund of $150 million
- Provided over 300 million in online and offline crowdfunding for real estate projects
- Manage a team of lenders, underwriters, marketing reps, and project managers
- 2009, 2010, and 2011 Inc. 5000 Fastest Growing Private Companies in the United States with annual growth above 500 percent