About Stephen (Steve)
Steve has more than 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and leading teams that provide custom-tailored management of stock and bond portfolios and investment fiduciary work for employer-sponsored retirement plans. Steve’s background includes working with a select group of clients, ranging from publicly traded corporations, government entities, and Native American Indian Tribes to high-net-worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles, and has often been quoted on the same subjects.
Education and Professional Milestones
- Lehigh University – bachelor’s degree in business and economics
- University of Phoenix – Master of Business Administration
- Joined Focus Partners Wealth through the firm’s merger with HoyleCohen
- Was a co-founder and managing partner of Stellar Capital Management, which merged with HoyleCohen in 2020
Steve has more than 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and leading teams that provide custom-tailored management of stock and bond portfolios and investment fiduciary work for employer-sponsored retirement plans. Steve’s background includes working with a select group of clients, ranging from publicly traded corporations, government entities, and Native American Indian Tribes to high-net-worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles, and has often been quoted on the same subjects.
Education and Professional Milestones
- Lehigh University – bachelor’s degree in business and economics
- University of Phoenix – Master of Business Administration
- Joined Focus Partners Wealth through the firm’s merger with HoyleCohen
- Was a co-founder and managing partner of Stellar Capital Management, which merged with HoyleCohen in 2020