Before joining One Capital, Steve was an Executive Director - Investments and Senior Portfolio Manager in the Private Client Division of Oppenheimer & Co., where he managed equity and balanced portfolios for both taxable and tax-exempt clients since 1995. He was a Vice President, Securities Analyst and Senior Portfolio Manager at First Security Investment Management, Inc where he managed over $550 million in assets for the firm from 1986 to 1995. Steve also was a member of First Security’s Investment Advisory Committee.
Steve holds a Bachelor of Arts degree in Finance from The University of Utah and is a Chartered Financial Analyst. Steven is a member of the Los Angeles Society of Financial Analysts. He also serves on the Board of Directors for the Boy Scouts of America, Western Los Angeles County Council. He served four years as a Vice President of Salt Lake City Society of Financial Analysts.