nest egg
Steve Dowden serves as the Chief Distribution Officer at Nest Egg, a digital wealth solution provider for banks and credit unions, since January 2020. Prior to this, Steve held leadership positions at National Planning Holdings as President & CEO and at INVEST Financial Corporation as President and CEO. Steve also served as Chief Operating Officer at National Planning Holdings and as SVP of Asset Accumulation Distribution at CUNA Mutual Group, where Steve was also the President and CEO of CUNA Brokerage Services, Inc. Steve's academic background includes a Bachelor of Science degree in Animal Sciences from Iowa State University, earned between 1979 and 1983.
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nest egg
Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser. Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.