Profiel

Prior to joining Sovereign Financial Services (now Invesco Private Capital) in 2001, he was an Equity Analyst at Morningstar, Inc. While at Morningstar, he actively covered a variety of industries, including asset managers, drug store retailers, utilities, and railroads.
Before joining Morningstar, he was a Senior Private Client Accountant at Founders Asset Management.
While at Founders, he was responsible for maintaining relationships with custodian banks and brokerages for the firm's sub-advised accounts, as well as managing all foreign currency transactions, and supporting the international portfolio management team.
Mr. Steve earned a BS in Finance from the University of Colorado in 1996.
He is a Chartered Financial Analyst.
He is registered with the NASD as an Investment Company Products/Variable Contracts Limited Representative (Series 6) and Uniform Securities Agent (Series 63).

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Analyst-Equity 31-12-2005
Analyst-Equity 30-09-2004
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