Steve Larson

STRATEGIC ADVISORY BOARD MEMBER
Wealth

Steve Larson retired as vice president of T. Rowe Price Group Inc. in December of 2025. In his most recent role, Steve was Head of Wealth Management Platforms within Global Distribution, where he was responsible for the distribution of investment products through third-party platforms and advisors.

These platforms included retail advisory platforms, RIA custodians, RIA aggregators, broker dealer clearing firms, technology and turnkey asset management platforms, and investment consultants within retail advisory. Steve also served on the Wealth Management Executive Team and the US Intermediary Distribution Lead Team. He has over 37 years of industry experience, all of which was with T. Rowe Price. Prior to his most recent position, Steve was general manager of wealth management, where he led the strategic build out of product and distribution capabilities.

Steve earned his M.B.A. from the University of Baltimore and B.S. in business administration from Towson University. He is currently a Senior Advisor for WealthTech Strategy Partners, the only investment bank focused solely on WealthTech. Steve is a past member of the Board of Trustees for the Foundation for Financial Planning from 2021 to 2025 and was a member of the Executive Committee. Prior to this he served as a Board member for the NAPFA Consumer Education Foundation, as well as a board member for the Financial Planning Association of Maryland. Steve holds (inactive status) his Series 3, 6, 7, 24, 63, and 66 licenses.