Bio

Prior to Capital Insight Partners, Steve was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and was one of the team that oversaw more than $6 billion. He has over three decades of experience. Steve leads the strategic direction of the firm and has primary investment responsibility for a number of clients. Steve also sits on the Investment Team. Steve's degrees are a Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas. He holds the Chartered Financial Analyst® designation and is a member of the Phoenix CFA Society and CFA Institute.