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Steve McCoy

Chief Executive Officer / Chief Compliance Officer


Steve has over 25 years of executive and sales management experience in a variety of industries including financial services and healthcare. His particular expertise is in leading organizations through periods of rapid growth, managing large sales and marketing organizations, and capital formation to deploy both organic and inorganic growth strategies.

Prior to LDIntelligence, Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice management solutions to fee-based financial advisers. During his tenure as CEO, he led efforts to strengthen and reposition the business, develop an innovative financial technology platform and prepare the firm for a sale.
Steve was previously Owner and EVP of Accounting Resources, a regional provider of accounting, payroll and insurance services. Having developed and sold the payroll and insurance segments of the business to ADP, Steve currently serves in a Board Director capacity for the firm.

As EVP for Sales and Marketing for Byram Healthcare, his team created the largest direct sales organization in the industry and completed more than 30 acquisitions to drive revenue growth from $20MM to $160MM over a 9 year period.

Prior to Byram, Steve spent 10 years in various sales executive capacities in financial services industry, consulting with large institutions in areas of corporate finance, asset/liability management, specific securities transactions and investment banking. His experience includes Principal for Western branch office of Wall Street-based R.C. Government Securities and 5 year tenure as VP for Prudential Securities, where his team administered an institutional advisory practice for its Pacific South region.



Office: (480) 300-4900
Direct: (480) 300-4905



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Scottsdale, AZ 85254

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