Managing Partner
Steve Laska is the Managing Partner of Trillium Wealth, based in Winter Park, Florida. With over 25 years of industry experience, Steve brings a wealth of knowledge and leadership to the firm.
A U.S. Army Armor Officer, Steve's military service instilled in him discipline, strategic thinking, and a commitment to serving others. After his military career, Steve held senior leadership positions at SEI Investments, where he worked with the Investment Advisor Channel. He then established a joint venture between SEI and Schwab before moving on to start PIMCO's Independent Advisor Channel as national sales manager, building the sales force from the ground up.
Steve also founded a socially responsible education company that helped struggling children achieve grade-level standards before returning to finance. Working with boutique asset management firms, he then took an advisory firm from $30 million to $250 million in assets under management in just 24 months.
Steve is passionate about family, helping people achieve their goals, golf, and playing guitar.
BS in Finance from Florida Institute of Technology (Distinguished Military Graduate, 1989)
“Give yourself a lot of ways to win”
Steve Laska
Winter Park, FL
230 S. New York Ave Suite 200
Winter Park, FL 32789
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