Direct line: 818.325.3010

ssansone@kravitzinvest.com

Steve Sansone is a principal of Kravitz Investment Services, Inc., the Registered Investment Advisory affiliate of Kravitz.

Steve has nearly 25 years of experience in the retirement plan industry. For nearly 20 of those years, Steve worked as one of the top pension wholesalers in the industry, with Manulife Financial/John Hancock, selling over 1,000 retirement plans and being the first sales representative to bring in over $1 billion in retirement plan assets. Steve helped establish the National Institute of Pension Administrators (NIPA) Los Angeles Chapter and served as its President for 10 years.

In 2005, Steve became a principal in Kravitz Investment Services, an RIA firm that specializes in building successful corporate retirement plans for plan sponsors and successful outcomes for plan participants.

Steve is also a Principal and Board Member of Payden/Kravitz, a joint venture between Payden & Rygel and Kravitz Investment Services that offers a mutual fund investment strategy for cash balance pension plans. Steve has been a frequent speaker at National Pension Conferences on various aspects of qualified plans. His experience has helped him establish extensive knowledge in the various aspects of qualified plans including, plan design, fiduciary compliance, investment selection and monitoring, vendor product offerings and participant education. Steve graduated from the State University of NY at Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.

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