BIO
Steve has spent the last 23 years of his career focused on matching clients’ financial goals to appropriate investments, always concentrating on dynamic risk management techniques along the way.
Working closely with his friend and colleague, Grant Moyle, for over two decades, they have continued to build a practice that spans generations of families, business owners, institutions and foundations. They also collaborate with specialists, including tax and estate planners, as needed, to cover every facet of a client’s individual wealth circumstance. Steve is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who give him expert insight and access to pertinent market considerations.
Steve holds the Chartered Financial Analyst (CFA) designation, and together with his education and professional experience, he is able to analyze corporate balance sheets in depth to uncover the truth about a company’s performance. He is also licensed and experienced in executing complex options and other derivative strategies where needed to meet a client’s needs.
Steve is married with three kids, and the family has three dogs. He enjoys his spare time reading, skiing, and hiking.
CROSSHAIRS
MILESTONES