Role and Company

Client Portfolio Manager, Sustainable Growth Advisers

Expertise

30 years experience in financial services

Location

Gig Harbor, WA

About Steve

I began my career in the midwest working for a trust company for 9 years and then overseeing a university endowment and global corporate employee benefit plan. From there, I moved to the west coast with my family and worked for a major financial services firm as a manager research analyst and then a portfolio manager for large multi-manager mutual funds. After 14 years with that company, my position was eliminated and I started evaluating other opportunities. The change was a blessing and I associated with a wonderful firm I had known for many years. I have a tremendous respect for people in the service and am anxious to help them in any way I can given my background as they begin to think about making the transition to a civilian job.