Steven Huntsinger, CFA 

Senior Portfolio Manager 

BS, Business Administration, Finance and Management
California State University, Long Beach
MS, Finance
California State University, Long Beach

With over 26 years of investment management experience, Mr. Huntsinger is a valuable asset to our team. He has served as portfolio manager for corporate, union and state pension plans, endowments, charitable organizations, and individuals during that tenure. He has been lead portfolio manager for three public mutual funds. For the past 14 years, Steve has managed assets for private individuals in Orange County. Prior to joining First American Trust, he spent four years with Wells Fargo Private Asset Management group where he managed over $500 million in equity and fixed income portfolios for high net worth individuals, private foundations, and charitable organizations and served as an equity analyst. He is a CFA charterholder and a member of the CFA Institute and the Orange County Society of Investment Managers. Mr. Huntsinger has been with The First American Family of Companies for a combined service approximately ten years.

 

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PRIVACY | SECURITY | REGULATORY STATEMENTS     © 2010 First American Financial Corporation. All rights reserved. NYSE: FAF 
 
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Investment Products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by the Bank or any Bank Affiliate
  • May Lose Value

 

 

 

 

 

 

 

 

 

 

Beginning July 1, 2010, First American Trust will no longer participate in the FDIC’s Transaction Account Guarantee Program. As a result, after June 30, 2010, funds held in non-interest bearing transaction accounts and IOLTA accounts will no longer be guaranteed in full under the Transaction Account Guarantee Program. However, these accounts will be insured up to $250,000.00 per depositor under the FDIC’s general deposit rules.