As the Chief Investment Officer, Steve leads the development, execution and oversight of the firm’s investment philosophy and asset management strategies, including asset allocation guidelines, tactical positioning, portfolio construction and investment policy design. Steve also plays a vital role in the design and management of Legacy’s Core Equity strategy, leading the firm’s company research functions and portfolio construction. Steve has over 25 years of investment management experience working with clients throughout the United States.
Experience
Legacy Trust, 2017 – present
Comerica Wealth Management, 1995 – 2017
First of America Bank, 1992 – 1995
Certification
Chartered Financial Analyst®
Education
B.B.A., Western Michigan University
Community Involvement
CFA Society of West Michigan – President
Economic Club of Grand Rapids – Member
West Michigan Sports Commission Advisory Council
Association for Corporate Growth WM – Member