“One of the greatest things we do for our clients is steering them through financial decisions that are emotionally and psychologically challenging. The global financial crisis was very difficult, but also very rewarding. Clients still thank us for preventing them from making trades during the recession that could have been catastrophic.”
As Truepoint’s president, Steve is responsible for the firm’s day-to-day management, guiding the investment strategy, and introducing Truepoint to prospective clients and employees. “My favorite thing about Truepoint is being part of a true team dedicated to our clients’ success and working with professionals who are not only enjoyable to be around, but also masters of their craft.”
Steve graduated magna cum laude from Thomas More College and earned an MBA in investment management from the Fisher College of Business at The Ohio State University. He attended OSU as a University Fellow, was a teaching assistant and worked with the OSU endowment fund. Steve was elected to the Beta Gamma Sigma and Phi Kappa Phi honor societies, and graduated as both a Fisher and Weidler Scholar. He also holds the Chartered Financial Analyst (CFA) designation.
Steve is a member of the Institutional Advisor Council of Fidelity Investments, the CFA Institute and the CFA Society of Cincinnati. Steve is also a member of the Young Presidents’ Organization (YPO), a global network connecting chief executives. His volunteer work includes serving on the board of the Cincinnati Youth Collaborative and tutoring at Silverton Paideia Academy.
Steve is married and enjoys reading, fitness, golf and volleyball.