Steve is Director of Marketing at Orange Investment Advisors with more than 40 years of asset management experience. Steve oversees the firm's business development, client management, and marketing functions. Prior to joining Orange, Steve was Head of Global Advisory at Advent Capital. Other past experience includes leading distribution teams at Westwood Holdings and OppenheimerFunds, establishing the US Institutional business for Investec Asset Management and institutional business development roles at Credit Suisse Asset Management and MetLife.
B.A. Economics
Wheaton College
FINRA Registrations: Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 63 (Uniform Securities Agent)