Steve serves as Managing Principal of Econ Wealth Management. He is also the Chief Investment Strategist, head of the Investment Management team and lead manager for all portfolio strategies.

 

As the Chief Investment Strategist, Steve uses his years of experience as a Chartered Market Technician (CMT) and over 20 years in the financial industry to lead the firm’s research using a top-down/ bottom-up approach to determine the Macro, Asset, and Portfolio Strategy for the asset management team. This approach is instrumental in helping the Financial Planning team manage financial plans through active portfolio management.

 

As the lead manager for all portfolios, he uses technical analysis to analyze current holdings and find opportunities in equities to use in the firm’s models.  This analysis also directs the tactical overlay holdings. He focuses efforts on determining stocks with an appropriate risk to reward ratio that qualify as swing or position trades for the various portfolios. He provides chart analysis and technical studies in support of all purchase and sell decisions.

 

As Managing Principal, he oversees all the firm’s departments and operations. Outside the office Steve spends time with his wife Karen and their 4 daughters who are active in many activities!