Senior Vice President and Director of Portfolio Management
Steven is a Senior Vice President and Director of Portfolio Management for Investment Trust Company. He brings 30+ years of financial services and investment management experience to the firm, including positions at Wells Fargo Private Asset Management as Senior Portfolio Manager and at Banc One Investment Management Group as Director of Portfolio Management for Colorado. Steve is a graduate of the University of Colorado and a Certified Financial Planner™. He is the past Chairman of the West Service Area Resource Council and past Chairman of the Mile High Chapter of the American Red Cross and continues to volunteer for the American Red Cross at the national level. He currently serves on the Executive Board of Directors for the Pikes Peak Council, Boy Scouts of America as well as the Board of Directors for the Colorado Springs Pioneers Museum.
What do you enjoy most about your role?
“I am passionate about helping clients gain a better understanding of the financial markets and how the many different investment vehicles available can be combined to achieve various goals. I find it rewarding when I can help a client achieve a financial goal in the most efficient and cost-effective manner possible.”
Where can we find you outside the office?
“You can find me skiing or traveling to almost anywhere with my wife. I also enjoy spending time in the Colorado mountains, dining out at Italian restaurants or enjoying action/adventure novels or science fiction movies.”