STEVE MUSSER, CFA® , MBA

Portfolio Manager

“Desired outcomes are achieved by focusing on process. Successful long-term investing requires insight and experience, as well as the fortitude to adhere to a discipline that strikes the appropriate balance between paying a reasonable price for sustainable growth, while avoiding the extremes of speculative hype and value traps.”

PROFESSIONAL HIGHLIGHTS

Career focused on research, analysis, security selection and portfolio construction to drive long-term investment returns
Held positions in Sell-Side and Buy-Side Research, Institutional Portfolio Management, and Investment Product Management
Oversaw a team of nine analysts, successfully managing a $400 million dollar portfolio
Recognized two consecutive years by The Wall Street Journal in their annual “Best on the Street” ranking for stock picking
Appeared on CNBC and has been quoted in The Wall Street Journal, as well as other industry journals
Earned the Chartered Financial Analyst® (CFA®) designation, considered the gold standard in the investment management field
Earned a BA in Economics and an MBA in Finance

30+

Years of Experience in The Investment Industry

A FAMILY OFFICE BUILT FOR DEFINING MOMENTS

Purposeful investing and Family Office leadership that protects your continuity across generations.