Steve is head of tax-exempt fixed income and a portfolio manager, primarily concentrated 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.


  • Frostburg State University, BS (1995)

Community Involvement

  • Member, CFA Institute
  • Member, Baltimore CFA Society
  • Member, Finance Committee, KIPP Baltimore
  • Board Member, Foundation for Baltimore County Public Library
  • 2011 President, Municipal Bond Club of Baltimore


  • CFA®


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