Steve is a portfolio manager and primarily concentrates 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 (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 Certifications CFA®