Steve joined SGA in 2014 as a client portfolio manager and Director of Client Service. Prior to joining SGA he was employed by Russell Investments as a Portfolio Manager and Research Analyst for approximately 14 years during which he researched and ranked US equity managers, managed large multi-manager US equity portfolios and became very familiar with SGA and its investment approach. He also supervised a diverse team of investment professionals as Head of US Equity Research.
Prior to joining Russell Investments, Steve was Director of Benefits Finance and Investment at Harnischfeger Industries in Milwaukee, WI from 1995 -1999, working closely with subsidiaries in the US, UK, Canada and Australia to ensure that employee benefit plans were appropriately invested. He also was Assistant Treasurer at Marquette University where he was responsible for overseeing the University’s endowment, charitable trusts and short-term investments. Prior to Marquette University, Steve served as a Vice President at M&I Investment Management Corporation, Milwaukee, WI, responsible for investing high-net-worth and institutional trust portfolios.
During his affiliation with Russell Investments Steve held a FINRA Series 7 license. Steve is a CFA® chaterholder. He has a Master of Business Administration, Finance/Marketing from Washington University in St. Louis, and a Bachelor of Arts, Economics/Management from Beloit College, Beloit, WI.