Meet the Co-founders of Steve, an AI Financial Coach

Meet co-founder Steven Buchko and Jamie Mattioli

Steven Buchko is the Co-Founder & CEO of Steve, an AI financial coach helping millennials build better money habits and reach financial freedom.

Over one-third of millennials aren't on track for an adequate retirement. And unfortunately, the strategies to build wealth and right the course are made inaccessible by expensive financial advisors. "We believe that everyone deserves the opportunity for a happy and healthy future."

Steve combines the power of AI with behavioral science to make financial planning simple, educational, and enjoyable.

Steven Buchko is a University of Florida engineering grad, and spent over a decade building fintech products, scaling CoinCentral (blockchain publication) to 700,000 monthly readers and growing Rain (first regulated cryptocurrency brokerage in the Middle East) to $1B+ in trading volume.

Jamie Mattioli is co-founder of Steve, and is an accomplished financial advisor with more than 15 years of industry experience. Beginning his career in 2009, Jamie held roles at Merrill Lynch, Wells Fargo Advisors, and Northwestern Mutual. In 2020, Jamie founded River City Financial, making the move to independence to build a practice grounded in trust and lasting client relationships. He also serves as a registered principal with Enterprise Financial Network, an OSJ with a significant national footprint. In 2021, Jamie was selected to join the Practice Management Advisory Council for Cambridge Investment Research, Inc., where he completed a full council term.

A longtime Richmond resident since the age of six, Jamie is deeply connected to the community. He earned his bachelor’s degree in finance from Virginia Commonwealth University and his MBA from the University of Richmond. Outside of his professional work, he has supported local causes that matter to him, including serving on the Boards of Directors for both Family Lifeline, a Richmond non-profit founded in 1877, and Heart Havens, another Richmond-based non-profit organization.

Jamie and his wife, Courtney, live in Richmond with their three daughters—Kendall, Hudson, and Windsor—and their two Samoyeds, Barksdale and Nico.

Over the years Jamie has seen how difficult it is for the younger generations to access trustworthy and competent financial guidance, which is why he became a strategic advisor to Steve, an AI financial coach helping millennials build better money habits and reach financial freedom.

The Discussion. This series of hybrid events is perfect for budding entrepreneurs, experienced executive-mentors cultivating an entrepreneurial mindset, early stage investors, and students exploring innovative product design.

At each session, business founders serve as guest speakers sharing about their career, their firm's business model, as well as the successes and challenges in the product development process. Participants learn from the speakers’ experiences, discuss valuable insights, and connect with other entrepreneurs, students, faculty, and investors.

Logistics. A light lunch is served, as entrepreneurs connect with one another, learn from peers, and contribute to the conversation:

Friday, October 3rd
11:30am EST - Coffee & Connection
* 12:00pm - 1:00pm EST - Presentation & Discussion

No pre-registration is required. Join us:

Robins School of Business
102 UR Drive, iLab Room 123
University of Richmond, VA 23173

Parking. Free parking is available in the U5 and U6 lots immediately adjacent to the Robins School. Please enter the main foyer, turn to the left and proceed to room 123 (EY Innovation Lab) on the ground floor.

Please note that visitors have a two hour parking window.

Please sign in when you enter the room, providing your license plate number.

On Zoom Webinar:
[https://us02web.zoom.us/j/83836020707](https://us02web.zoom.us/j/83836020707)

Event Venue & Nearby Stays

Robins School of Business, 102 UR Dr, Richmond, us