Investment Adviser Association
Steven K. Wilkes, CFA, serves as the CEO and Portfolio Manager at Hutchinson Capital Management, where an independent, fee-only approach to financial planning and investment management is emphasized to ensure clients' financial wellbeing. In addition, Steven has been a Board Member of the Investment Adviser Association since June 2018, representing a membership managing $20 trillion in assets and advocating for high standards in the investment advisory profession. Previous experience includes serving as Vice President and Portfolio Manager at Wells Fargo Private Bank and Assistant Portfolio Manager at Leylegian Investment Management. Steven holds an MBA in Finance from the University of Notre Dame's Mendoza College of Business and a BS in Economics from Saint Mary's College of California.
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Investment Adviser Association
The Investment Adviser Association is a not-for-profit organization that exclusively represents the interests of fiduciary investment adviser firms. The IAA membership manages in excess of $25 trillion in assets for a wide variety of institutional and individual clients, including pension plans, trusts, investment companies, private funds, endowments, foundations, and corporations. The IAA serves as the advocate for fiduciary investment advisory firms with respect to every major issue that arises before the U.S. Congress, the SEC, the CFTC, the Department of Labor, state securities regulators, and other policy makers. We provide significant benefits to our members, including up-to-date regulatory, compliance, business practices, and educational services.