Steve, a CFA® charterholder, is responsible for investment decision making for institutional clients at FLP. He works with committees and boards on investment policy statement development, asset allocation analysis, manager selection, and is responsible for bringing FLP’s investment resources to each client engagement.
Steve joined FLP as an institutional portfolio manager after eleven years as a managing director of endowments and foundations for Glenmede Trust Company. He was responsible for managing institutional relationships, business development, and was heavily involved with investment strategy, manager selection, and sustainable investing. He graduated from Georgetown University in 2006 with a double major in Finance and Management. Steve earned his CFA® Charter in 2011 and is an active member of the CFA Institute and the CFA Society of Philadelphia.
Steve and his family live in Holland, PA. He is an active member in the local community and serves as Treasurer of the Board for the Forman S. Action Foundation, which works with the underserved youth in Salem County, NJ, providing educational and financial support for students interested in higher education opportunities.
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