Steve is a managing director of Asset Management for the Abbot Downing Scottsdale office. He is responsible for providing clients with strategic long-term investment guidance through Abbot Downing’s disciplined, comprehensive, and objective investment planning process.
Steve has been with Wells Fargo & Company since 2007. Prior to joining Abbot Downing, he was a director with Wells Fargo Family Wealth, a predecessor firm of Abbot Downing. Previous to that, he was a senior vice president in the high-net-worth division of Northern Trust. His prior experience also includes serving as managing director with ABN-AMRO, where he was instrumental in the de-novo start-up and development of the asset management group focusing on Central and South America. He also has experience running small and midcap mutual funds. In total, Steve has close to 30 years of experience in the financial services industry encompassing many aspects of global portfolio management.
Steve received his master’s degree in finance from Drake University and a bachelor’s degree in finance from Western Illinois University. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the Chicago Investment Analysts Society.
Steve makes his home in Chandler, Arizona.