Steve is an Associate Client Portfolio Manager at Clark Capital Management Group. In collaboration with financial advisors and Clark Capital’s Investment Consultants, he helps construct highly personalized investment solutions for high net worth clients. Steve works with elite financial advisors in providing an elevated investment experience delivered with a level of concierge service that high net worth individuals expect.
Prior to joining Clark Capital, he worked at Vanguard as a Fund & Investment Senior Associate, where he analyzed both equity and fixed income securities. Steve received a bachelor’s degree in Finance from Penn State University. He holds the Chartered Financial Analyst® designation.
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