Meet Steve Versage, CFA®

Associate Client Portfolio Manager

Title:
Associate Client Portfolio Manager
Team:
Client Portfolio Management, Distribution & Advisor Services
Experience at CCMG:
2 Years
Industry Experience:
6 Years

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Favorite Book
A Storm of Swords (Game of Thrones Book #3)
Celebrity Encounters
I met Peyton Manning about 2 blocks from the office. He stopped me and asked me to take a picture of him and his daughter eating ice cream cones.
Favorite Food
Sushi

Insights by Steven

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