NAPFA Fall 2024 National Conference Speaker

As Chief Investment Officer, Steven’s responsibilities include researching and analyzing securities and designing risk-adjusted portfolios. He conducts extensive, hands-on research while continuously refining our proprietary research methodology, The ResearchEdge®. Steven also serves on the firm’s Research and Investment Management Committee and oversees the firm's operations and management, as well as business development and client relations. Steven’s advice is sought by national and local press and media. His articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, TheSteet.com, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, CNBC’s “MSN Money,” and more. In addition, he has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker.