Our Expertise Team

Steven Osorio

Financial Planning Expert

Expertise

Long-Range Financial Planning

Investment Banking

Financial Modeling and Forecasting

Bio

Steven Osorio is a specialized financial consultant with a data-driven focus on financial planning and strategic advisory within the healthcare and higher education sectors. He excels at guiding institutional transformation through sophisticated transaction analysis and long-range planning. Steven’s expertise includes advising not-for-profit (NFP) healthcare systems on long-range financial planning (LRFP), consisting of multi-year forecasting, capital strategy, cash gap analyses, and scenario modeling.

Education

B.A., Economics and History

Pomona College

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