Steve has been in the financial services industry since 1995 and has worked for several major national firms during that time including BB&T and American Express Asset Management. He has wide experience in managing equities and fixed income securities having managed several 1940 Act mutual funds; most notably large cap growth funds and tax-exempt funds.
However, Steve’s passion is working with people on a one-on-one basis. This passion is a major reason he joined Central Trust Company. His primary role is to work with clients to structure and manage customized investment portfolios and to develop long-term relationships to help his client’s meet their individual financial goals and objectives.
Education & Certifications
- Master in Management Studies, Troy University
- Bachelor of Arts, Mercer University
- Organizational Effectiveness and Strategic Planning, U.S. Army Command and General Staff College
Interests & Activities
Steve is a member of the Rotary International and is active in several volunteer organizations in the Jefferson City area. He comes from a long line of proud military service, and he represents the sixth generation of his family to serve, with his son, McLeod, being the seventh.