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.
- 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
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