Steven has been in the financial services for over 25 years and brings more than 20 years of experience in investment and portfolio management to his role as Senior Portfolio Manager.
Currently, Steve works with individuals, business owners and families to understand their goals, dreams and aspirations in order to develop and implement investment programs that are tailored in light of these objectives and along with their individual risk tolerances, tax considerations, income needs and any unique or personal objectives. Steve is available for calls and face to face meetings to discuss specific investment strategies and goals.
Prior to joining the First American Trust team in 2021, most recently Steve spent 4 years as a Senior Investment Strategist within Wells Fargo’s Private Bank serving the wealth management needs of individuals and foundations. Prior to that he has been a portfolio manager at Voya Investment Management, BlackRock and Merrill Lynch where he has counseled, advised, and managed investments for individuals, trusts and several large institutions in the US and around the globe.
Steve has received his Bachelor of Arts in Economics from Gettysburg College, his MBA in Quantitative Methods from Drexel University and is a CFA Charterholder. Additionally, Steve is a member of the CFA Institute and the CFA Society of Atlanta.