Sr. Relationship Manager
Steven is a Senior Relationship Manager of Westminster Financial Companies, is a part of the Portfolio Management and Operational team, and also works diligently with the Investment Policy Committee. He is a graduate of Wright State University with a degree in Finance. Steven worked in the financial industry for two years before joining Westminster. Steven currently holds the Series 4, 7, 24, 52, 53, and 66 registrations. He is working on obtaining the CFA charter. Having passed level 1, he is currently a level two candidate. He focuses his time on Client / Advisor relationships and investment advisory work. Steven is involved in almost all facets of the financial services and management business. In his free time he enjoys recreational sports, movies, the outdoors, traveling, and spending time with his wife and family.
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