“It is the combination of two things that make my job great. The first is that I get to employ my skills, knowledge, and experience on a daily basis and as part of a true team. And the second is that the collective efforts of our team truly creates a positive impact in the lives of our clients.”
Steve’s Story
Steve is deeply committed to fostering a team culture that strives every day to deliver the best possible client experience. He takes pride in serving clients alongside experienced and principled professionals who understand that being a trusted advisor requires asking the right questions, genuinely listening to answers, and crafting individual plans that treat every client as unique. From guiding the team, to leading strategic initiatives, to ensuring excellence in day-to-day execution, Steve is grateful for the broad perspective his wide-ranging involvement at Truepoint provides. His decades-long career has been fueled by a passion for investment research, and he was drawn to Truepoint for its data-driven approach to investing and commitment to intellectual honesty. While his role at Truepoint has evolved dramatically over the years, Steve’s passion for investment management and serving clients has remained. He continues to be called upon as a source in both local and national media, particularly concerning financial markets and industry happenings. Steve also contributes to the advancement of RIAs (Registered Investment Advisers) on the national level by participating in several industry leadership groups, including Fidelity’s Advisor Council and Dimensional Fund Advisors CEO Forum.
When he’s not working, Steve’s outlet is physical activity, especially golf in the summer and paddle tennis in the winter. He jokes that his goal is to stay fit enough to remain competitive at both.
Specialties: executive leadership, investment research, portfolio construction, strategic planning
