Steve is a partner 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

  • Member, Baltimore CFA Society
  • Member, CFA Institute
  • Board Member, Foundation for Baltimore County Public Library

Certifications

  • Chartered Financial Analyst (CFA®)