Steve has been key to Heritage’s expanded client services, particularly in the area of alternative investment strategies.
With 35+ years of investment experience, Steve is a member of Heritage’s Investment Policy Committee and is heavily involved in investment strategy, asset allocation and implementation, and due diligence.
He previously served for over a decade as the Director of Investments at The Spider Management Company and worked at the Virginia Retirement System (VRS).
Steve earned his B.A. from the University of Richmond and an MBA in Finance from George Washington University. He is a Chartered Financial Analyst (CFA®).
Steve serves as the Investment Chair for the VCU Investment Management Company and has been a trustee at the Steward School since 2006, only taking a brief hiatus to avoid conflicts of interest with his previous position at the University of Richmond.
Steve and his wife have been married for over 35 years and have three daughters.