Steve is a partner, a member of the Executive Team, and serves as director of the tax-exempt fixed income business, and as a portfolio manager, primarily concentrating on the management, trading and analysis of tax-exempt bonds. Prior to joining the firm, Steve was a vice president and assistant portfolio manager at Cavanaugh Capital Management (CCM) responsible for the trading of tax-exempt securities and portfolio analytics. Before joining CCM, he was a portfolio and research analyst at Merrill Lynch. Steve began his investment career at Legg Mason.
Education
- Frostburg State University, BS
Community Involvement
- Baltimore CFA Society, Member
- CFA Institute, Member
- Foundation for Baltimore County Public Library, Board Member
Certifications
- Chartered Financial Analyst (CFA®)
