Steve has deep experience in economic and financial market analysis with roles spanning quantitative research, investment strategy and client portfolio management. As Chief Investment Officer, Steve will lead the firm’s portfolio management team and Investment Committee in re-developing the investment philosophy, conducting on-going due diligence on investment products and solutions, and redefining effective, well-organized investment processes. Prior to joining Claraphi, Steve served as Head of Markets and Investment Strategy for AXA Investment Manager’s Rosenberg Equities group where he was responsible for analyzing and developing enhancement insights for the firm’s global stock selection models and investment strategies and collaborating with their global client service teams to craft and deliver communications to high profile clients. Steve served as member of AXA’s Investment Committee, overseeing design and implementation changes as firm's strategies extended into emerging markets, ESG integration, and factor investing. He has also worked in economic research at the Federal Reserve Banks of New York and San Francisco. He is well-able at making complex ideas understandable to varied audiences, Steve has authored dozens of articles and white papers and presented at many conferences.
Steve earned a Master of Business Administration, Finance, from the University of California, Haas School of Business, Berkeley, Calif. and a Bachelor of Arts degree in Economics and English from Hamilton College in Clinton, N.Y. He is a Chartered Financial Analyst® and a Member of the San Francisco Society of Security Analysts.
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