Steven has more than a decade of Investment Management experience working with family wealth and institutional clients and sits on our Equity and Investment Strategy Committees. Prior to joining Stock Yards, Steven was a member of the Commonwealth Bank team serving as a Portfolio Manager and managing the firm’s Strategic Income fund. Steven had previously served as Senior Portfolio Manager for First Bankers Trust where he managed investment portfolios for families and institutions and oversaw the firm’s Dividend Growth equity strategy. Prior to First Bankers, Steven was an equity analyst at Amica, responsible for equity research, stock selection, and trading for the company’s $2 billion equity portfolio.
Steven received his BS in Finance from Western Kentucky University and his MBA, from the University of Louisville. He also earned the Chartered Financial Analyst® designation in 2017. He is a member of the Young Professionals Association of Louisville (YPAL) and CFA Society of Louisville. Steven resides in the Clifton neighborhood of Louisville, where he enjoys running in Cherokee Park, attending UofL sporting events, and spending time with his family and friends.