Steve Alms has years of experience in the financial industry. He managed a specialty finance company that develops, implements, and manages collateral loan portfolios and equity ownership in sole-purpose LLCs formed as part of an overall financing structure for an Index Universal Life policy.
Steve has also served as the managing director of a single-family office enterprise that developed, implemented, and managed the family’s investments. Projects included infrastructure loans for Government contracts in Mexico, coal-operated power plants in Texas, oil and gas assets in Texas, and numerous private operating businesses.
He also served as the managing director for a multi-family office practice. He developed strategic initiatives and goals, managed projects, and oversaw the balance sheet of multiple families through strategic partnerships with industry-leading organizations and experts.
As an MTM Advisory, Managing Partner, Steve is helping expand consultants from many disciplines to include multi-generational advisory. Having been on the financial side, he is well prepared to now guide in the “preparing heirs” element of a successful wealth transfer from one generation to the next.
Steve has been a Baltimore, MD, resident for 60 years and is married with seven children. He received his undergraduate, law, and business (MBA) degrees from the University of Baltimore.
