Investment Director
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Steve joined Capelli Financial Services Inc. in 2008. As the Investment Director, he is responsible for investment research and strategy development for both equities and alternative investments. As the chair of the Investment Committee, he oversees investment policy and asset allocation decisions. He also serves as the head trader, monitoring and rebalancing client portfolios, and maintaining the integrity of system data and portfolio management models.
Steve has been in the investment industry since 1993. He holds a B.B.A. in finance from Eastern Michigan University and an M.S. in finance from Walsh College. Steve holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Steve welcomes your questions on Capelli Financial Services’ distinct approach to investment management and Purpose Aligned Portfolios™.
