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Steve joined Boston Trust & Investment Management Company in 2005. He is responsible for equity research for large, mid and small cap portfolios with a focus on technology. He manages both small and mid cap portfolios and is a member of the Investment Committee. 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 BA and MBA degrees from Boston University and an MS in Finance from Boston College.
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