Senior Portfolio Manager & Director of Investment Research
As Senior Portfolio Manager, Steven manages client investment portfolios at First Bankers Trust and serves as co-manager of the firm’s Dividend Growth Portfolio strategy. Steven has over six years of experience in the investment management industry working with both private wealth and institutional clients. Prior to joining First Bankers Trust, he worked as an Equity Investment Analyst at Amica Mutual Insurance and an Associate Portfolio Analyst at Unified Trust. Steven earned a B.S. in Finance from Western Kentucky University and an M.B.A. from the University of Louisville. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society Louisville.