Overview
Steven has over three decades of investment management experience with expertise in all major asset classes, and specializes in asset/liability management, due diligence and asset allocation strategies. He is also involved in a broad array of projects, including risk/return modeling, investment analysis, trading/operations, compliance and client reporting.
Steven is also an industry thought leader, having written numerous white papers on alternative investments. Steven serves as Co-Chair of the Private Investment Committee and is a member of the Investment Committee.
Prior to joining CLA Wealth Advisors, Steven was at Mercer-Hammond and served as Principal, Consultant and Chair of the Fixed Income Research Team. Prior to that, he worked as a Senior Wealth Advisor at LarsonAllen Financial. Prior to that, he founded and was President of Investment Solutions & Consulting, a firm that provided investment strategy and compliance advice. Steven's other work experience includes founder and Director of Fixed Income for Missouri Valley Partners, Portfolio Manager for Mississippi Valley Advisors, Pension Product Analyst for General American Life and securities trader for Centerre Trust Company.
Education
Academically, Steven earned his MBA from the John M. Olin School of Business at Washington University and his BSBA in Finance & Banking from the University of Missouri-Columbia.
In the community
Professionally, Steven has earned the following designations: Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA®).
Steven is a member of the CFA Institute, a current board member and past-President of the CFA Society of St. Louis.