Steve has over 20 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for their investment strategy, market research, security analysis, and portfolio management. He also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds.
Current role
Managing Director & Chief Investment Officer at W. P. Carey
Managing Director & Chief Investment Officer at Vector Capital
Managing Director & Chief Investment Officer at Lowe Brockenbrough & Company
Managing Director, Chief Investment Officer at AmeriHome Mortgage
Managing Director & Chief Investment Officer at Payne Capital Management