Steve is a key contributor to Veratis’ investment process and a member of the firm’s Investment Committee.  His direct and continuous involvement both analytically and at a higher level provides him with a more in-depth understanding of asset classes, investment options and portfolio construction than the typical investment advisor.  What further distinguishes Steve is his ability to transfer this higher level of fundamental knowledge to clients using an educational approach that increases the prudence of their decisions

Previous roles in the financial services industry and a degree in Finance provided a foundation for Steve before joining Veratis in 2008.  However, the attributes that make him an ideal fit within our culture are his passion for continuous learning and his agreement that the interests of clients must always be prioritized over personal or firm interests that commonly serve as biases for advisors in our industry.