Steve, a senior member of our investment team, brings 30 plus years of investment and portfolio management experience to his role as Senior Portfolio Manager.
Currently, as a senior portfolio manager, Steve works closely with his clients to understand their unique goals and aspirations, cash flow needs, risk tolerance and tax situation to tailor a portfolio specific to each of his client's investment objectives. Steve is committed to being accessible to his clients through in-person investment meetings and telephone calls to discuss portfolio activities, economic conditions and investment options.
Steve began his career at Analytic Investment Management where he managed in excess of $500 million for corporate, union and state pension plans, endowments, charitable organizations and individuals. In addition, he was lead portfolio manager for three public mutual funds. Prior to joining First American Trust in 2004, he served as an Equity Analyst with Wells Fargo Private Asset Management group and managed more than $500 million in equity and fixed income portfolios for high-net-worth individuals, private foundations and charitable organizations.
Steve received his Bachelor's degree in Business Administration and his Master's degree in Finance from California State University Long Beach. Steve is a Chartered Financial Analyst (CFA) and is a member of CFA Institute, a global community of investment professionals dedicated to high ethical and educational standards and efficient markets.
Steve is the former Treasurer of the Long Beach Rescue Mission Foundation and has served as a board member of his church.