Steve Trax, CPA, CFP®
Regional President, Senior Managing Director
Steve is a Regional President at MAI. He joined the firm in 2019 after the acquisition of his firm MTX Wealth Management, LLC. Steve has 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. He worked for nine years in the public accounting arena in the private client service divisions of both Price Waterhouse and Arthur Andersen. Steve has worked with professional athletes for more than 20 years, spending seven years working as Vice President of the Financial Services Divisions within the SFX Sports Group. He attended Old Dominion University where he was a four-year basketball letterman and two-year starter on teams that earned two NCAA and one NIT appearance. Steve earned a double major with a BS in Accounting and Personal Financial Management. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Steve is currently serving as the Chairman of the Board for the Light Foundation and is on the Advisory Board for the Marymount Intrapreneurship Initiative and The E3 Foundation.