Ep. 145 Handwritten Notes, Hard Lessons, and High Finance: A Veteran’s Path with Steve Tazza

In this episode of TheMilVet Podcast, host Beau Higgins sits down with Steve Tazza — U.S. Navy veteran, Naval Academy graduate, longtime investment management professional, former COO of a software operating company, and a Middle Market Investor/Operator at a private family office.

Steve shares an honest, reflective look at his path from growing up the youngest of four in a military-influenced household, to discovering a calling for service shaped by his World War II Marine father, to navigating the Naval Academy experience in the pre-internet era. He discusses how injuries redirected his commissioning plans, how his time as a supply officer aboard the aircraft carrier Constellation opened his eyes to the business world, and how a curiosity for financial markets sparked a post-Navy career that eventually led to Wall Street, investment management, and later, operating leadership inside a PE-backed software company.

Listeners will gain insight into:

• How early influences, role models, and service culture shaped Steve’s decision to attend the Naval Academy
• Why exposure to diverse people and backgrounds in the military becomes an unmatched foundation for leadership
• How setbacks—like injuries and unexpected career pivots—can create new opportunities
• The origins of Steve’s interest in financial markets and how handwritten letters, persistence, and “just showing up” opened doors in the pre-digital networking world
• What it’s like entering the private equity ecosystem later in a career and leading through a full PE transaction as COO
• Why veterans should understand vocabulary, context, and industry language when breaking into finance or private markets
• Timeless transition advice: grit, adaptability, learning from good and bad leaders, and maximizing the power of mentorship
  
  

Steve also reflects on the value of humility, the privilege of serving alongside people from all walks of life, and the importance of lifelong curiosity—whether in uniform, on Wall Street, or in private equity–backed operations.

If you’re a veteran exploring business, finance, or private equity—or simply someone interested in an authentic, grounded perspective on service and career transition—this conversation offers wisdom, candor, and lessons that stand the test of time.

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