Steven B. Trax, CPA, CFP®
Co-President Sports & Entertainment
Experience
- 30+ years in financial services
- 25+ years with professional athletes
Highlights
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Treasurer of the Board for The Light Foundation
- Advisory Board for the Marymount Intrapreneurship Initiative
- The E3 Foundation
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant
Work Experience
- Joined MAI in 2019 after the acquisition of his firm MTX Wealth Management, LLC
- Brings over 30 years of experience in the financial services industry, developing value-added financial planning strategies to the firm’s elite group of professional athletes and high net worth clients
- Actively manages a diverse group of clients that includes high-net-worth individuals, entrepreneurs, coaches, and professional athletes
- Worked for ten years in the public accounting arena in the private client service divisions of both Price Waterhouse and Arthur Andersen
- Spent eight years as Vice President at SFX Sports Group, where he had management responsibilities and lead new athlete business development within the financial services division of the firm
Life Outside of MAI
- Served as Chairman of the Board and now current Treasurer for the Light Foundation
- Serves on the Advisory Board of the E3 Ranch Foundation
- Served on the board of several client charitable foundations
Education
- Old Dominion University, BS in Accounting & Personal Financial Management