Steve holds the Chartered Financial Analyst designation and serves on our investment team. He has principal responsibility for a number of clients. He is originally from Gilbert, AZ, and attended Northern Arizona University. With Capital Insight Partners, Steve was able to return home after working in Texas for one of our industry’s largest companies.
Steve is an Arizona native from Gilbert and recently joined the firm, relocating from Texas. Prior to Capital Insight Partners Steve held positions at United Parcel Service, LMI Solutions, The Vanguard Group, and most recently was a Portfolio Consultant at The Capital Group where he helped advisors across the country improve their client portfolios. Steve holds a Bachelor’s Degree in Finance from Northern Arizona University. He is a CFA® charterholder and a member of the CFA Institute and Phoenix CFA Society. In his free time, Steve loves to golf and is an avid outdoorsman.