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Steve joined Boston Trust & Investment Management Company in 2005. He is an associate Portfolio Manager for small cap portfolios, as well as a Securities Analyst. He is a member of the Investment Committee, as well as a contributor to mid and large cap portfolio management. Prior to joining Boston Trust, Steve worked as a Senior Research Analyst at U.S. Bancorp Piper Jaffray, in which capacity he conducted equity research for institutional clients. He has also served as a consultant in the financial services and technology industries.
Steve holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He earned B.A. and M.B.A. degrees from Boston University and an M.S. in Finance from Boston College.
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