Steve Barth

Steve Barth, CFA has a diverse work experience. Steve started their career as a Food Service Bakery Marketing Intern at Rich Products Corporation in 2011. Steve then interned at Credit Suisse as a Private Banking USA Intern in 2012. In 2013, Steve worked as a Global Risk Management Analyst at Bank of America. Steve joined Credit Suisse again in 2014, where they worked as a Private Banking - Discretionary Platform Trader until 2015. In the same period, they also worked as a Private Banking - SMA, Mutual Fund Due Diligence Analyst. From 2015 to 2023, Steve worked at Credit Suisse as an Investment Consultant responsible for integrating the HOLT platform into the investment processes of institutional investors. Currently, Steve is at CFRA Research as the Sales Director - US Wealth Management, where they partner with leading-edge wealth management firms to help them build investment research platforms.

Steve Barth, CFA, obtained their Bachelor of Arts degree in Marketing and Finance from SUNY Geneseo in 2013. In April 2017, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Prior to that, in August 2014, they obtained the Series 66 certification and in June 2014, they obtained the Series 7 certification, both from the Financial Industry Regulatory Authority (FINRA).