Hi, I'm Steven Downey
Asset Manager | Portfolio Management | Comprehensive Financial Planning | Risk Management
Steven is passionate about helping families and individuals make wise financial decisions so that they can achieve their unique goals. Through writing, speaking and personal client management, Steven brings the complexity of finance to life and makes it understandable so that clients are informed to make better choices.
The markets can be complicated. The future is a big investment. Steven is here to help.
Steven is passionate about providing investment advice to serve the best interest of clients. Aspiring to the highest level of ethics and financial competency, he's a candidate in the Chartered Financial Analyst (CFA) program, having passed all three CFA exams.
Stephen graduating magna cum laude with a BBA in Finance from the McCombs School of Business at the University of Texas at Austin (the #6 ranked undergraduate business program in the USA according to Bloomberg Businessweek).
Prior to his role here at Holborn Assets, Stephen has worked in accounting, investment advisory, and corporate finance - so now he can communicate the complexity of the markets in an understandable way, so that clients are informed to make better choices.
Stephen is energized about providing wise financial counsel and asset management in a way that is most helpful to the client. When his clients feel good about their money and their financial journey, Stephen has succeeded.
My Favourite Quote“The glory of God is Man fully alive”
More about Me
Married with one daughter.
Steven says: reading, table tennis, making up songs for my daughter (ask her about Mike on the Bike), and wishing I was a superhero, preferably Bruce Wayne.
Plays Lego with his daughter and dances with his wife. Fun trivia: Steven says "when at university, I grew out 17 different types of facial hair types (e.g. handle bar moustache, etc.). It is all documented on my personal Facebook photo albums!"
What My Clients Say
Steven has made our team better through his level of expertise, thorough due diligence, and high ethical standards. He has a thoughtful and analytical mind that enables us to provide the best investment advice to our clients. Even when the best solution is unconventional, he will stick to his convictions. During our regular investment allocation meetings, he challenges me in my thinking to see situations in novel ways. Steven always aspires to do what is best for the client, wrestling through ethical issues that demand robust thinking and courageous action. I am glad to have him on my team.
Partner, Holborn Assets
April 1, 2017