Steve is a Partner at Mill Street Financial, LLC. He serves in a variety of roles in the management and ongoing development of Mill Street’s small cap strategy, with a particular emphasis on portfolio analytics, marketing and client service. Throughout his 30-year career, Steve has held roles at several investment management firms. Those roles include institutional marketing & client service, product development, and client portfolio management.
Prior to joining Mill Street, Steve served as a Portfolio Manager at CitizensTrust, the investment arm of Citizens Business Bank (stock ticker “CVBF”). Prior to CitizensTrust, Steve had the privilege of serving clients at Affinity Investment Advisors, SSI Investment Management, Provident Investment Counsel, and AllianceBernstein.
Steve earned a B.A. from Cal Poly San Luis Obispo and holds the Chartered Financial Analyst designation. Steve has passed the NASD Series 3, 7, and 63 tests (licenses are currently inactive).
Steve enjoys spending time with his wife and three children as well as traveling, reading and cooking. He also pretends to play golf.