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.
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.
Prior to his role here at Holborn Assets, Steven 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.
Skills and expertise
- Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience
- BA Business Administration, The University of Texas at Austin, 2009
Steven is married and has one daughter.
When he’s not working, you can find him reading, playing table tennis, making up songs for his daughter and wishing he was a superhero! Preferably Bruce Wayne.
His favourite quote is:
“The glory of God is man fully alive”
“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.” – Vince Truong