Join NuView for our Tuesday Workshop:

The Investor Life Cycle

Tuesday, October 22nd | 12:00 P.M. EST

Join NuView Trust for, "The Investor Life Cycle," on Tuesday, October 22nd at 12:00 PM EST, hosted by IRA specialist, Tabitha Choma, featuring special guest Desi Arnaz, Senior Fund Manager at Everly Mae Capital Group LLC (EMCG).

In this session, Desi will guide attendees through different strategies to help you build your legacy and create lasting wealth for both yourself and your family. During the class, Desi will explore the world of Self-Directed IRAs (SDIRAs), providing a comprehensive overview of how these accounts can be a powerful tool in your investment strategy. He'll also explore additional options beyond SDIRAs, offering guidance on how to potentially diversify your portfolio and secure your financial future. 

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Meet Our Speaker

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Steve Maldonado
Business Development Representative

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.  
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management. 


Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts. 
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed. 


Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.  
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida. 

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NuView does not provide tax, legal or investment advice, nor do we sell investments. We custody IRA(s), ESAs, HSAs, and 401ks that hold alternative investments chosen by the client. NuView Trust is not affiliated with any of the parties referenced on this website and maintains a separate passive custodial role. NuView Trust does not perform due diligence on any asset it custodies, and makes no representations or warrants relating to the underlying asset(s) value or its current, past or future performance.