Steven Rogers, CFA, currently serves as Vice President of Capital Markets at Hillpointe since November 2023. Prior to this role, Steven was a Portfolio Manager at Bank of America Private Bank from May 2021 to November 2023 and held the position of Portfolio Manager Associate at U.S. Trust from March 2019 to May 2021. Earlier in his career, Steven worked as a Financial Consultant at Merrill Lynch from June 2017 to March 2019 and as a Relationship Manager at Bank of America from June 2016 to June 2017. Steven began professional experience as a Corporate Intern at Raymond James Financial, Inc. in the summer of 2015. Steven earned a Bachelor of Science in Finance and Financial Management Services from the University of Florida, completing the degree in 2016.
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