Steve is a Managing Director, Chief Market Strategist, and a Principal of The Colony Group. As Chief Market Strategist, he is a liaison between the firm’s investment management team and its team of wealth advisors. As a member of Colony’s Investment Committee, he is an integral contributor to the research efforts and selection of external managers, proprietary strategies and asset allocation models for client portfolios and manages the company’s proprietary Quality Growth Stock (QGS) strategy. He also is a Senior Wealth Advisor for a select group of clients.
Steve served as the Chief Investment Officer and Principal at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He was also President, Partner and head of the Investment Committee at Maryland Capital Management, and prior to Maryland Capital a Director and Principal at Deutsche Bank Alex. Brown.
Steve earned his Bachelor of Arts in Political Science from Hobart College in Geneva, New York. He is also a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.
Steve has a keen interest supporting efforts to preserve and restore the environmental integrity of our natural habitat and resources. He is a board member and head of the finance committee of the National Park Trust, a Rockville, MD based non-profit that manage youth and land programs to preserve and better utilize our nation’s National and State Parks. He is also a member of the finance committee for the Old St. Paul’s Episcopal Church in Baltimore.