Senior Portfolio Manager & Head of Trading
“An enthusiastic, devoted financial manager who puts clients at ease”
Steve became an official part of Hall Capital in 2012, even though his connection with our team began long before. As a college intern, Steve impressed our founder with his passion and talent for portfolio management and client relations.
Once Steve earned his B.S. in Economics from Rhode Island College, he joined Hall Capital as an assistant research analyst—and has been with us ever since. Our clients appreciate Steve’s dedication and disposition. He has a talent for making complex financial concepts easy to understand. And even on his time off, Steve stays connected and reachable when needed.
This ability to educate and relate sets him apart, especially when working with younger investors.
Always one to keep learning and growing, Steve earned his MBA from Salve Regina University. He’s our go-to guy for any office IT issues showcasing his versatility and willingness to help in any way he can.
Outside of work, Steve is a dedicated family man with three young boys. He enjoys traveling, snowboarding and golfing, though he now spends more time running and coaching for the Newport Youth Basketball Association.