As Director of Portfolio Solutions, Steve oversees due diligence, third-party asset manager relationships, and communication, policies, and procedures for investments available through the Amplify platform. He brings a wealth of knowledge and experience to this role, with a career spanning two decades in the investment world.
Steve began his career in financial services as a registered representative working with investment clients, eventually gravitating toward portfolio management and becoming a portfolio manager. In addition to interfacing directly with clients, Steve has assisted in building systems for identifying risk tolerance and financial objectives, evaluating investment vehicles, and designing tailored investment strategies.
In 2010, Steve RiskX Investments, formerly known as FolioMetrix, where he eventually ascended to the role of Chief Investment Officer and Head of Research. While there, he developed a comprehensive research platform and team, helped launch a series of mutual funds, and garnered attention from industry media, including InvestmentNews, US News, Bloomberg, and ThinkAdvisor.
In 2015, Steve and a business partner harnessed their network and knowledge to establish InvestBetter Consulting, providing outsourced investment solutions and insights to broker-dealers, RIAs, product sponsors, and financial advisors. It also was during this time that he gained valuable, hand-on experience in technology development as cofounder of a proprietary SaaS e-commerce platform tailored to the financial services sector. Steve helped successfully run both businesses until joining Amplify in 2022.
A native of Nebraska, Steve earned a Bachelor of Science degree in finance from the University of Nebraska-Lincoln. He subsequently completed the Master of Security Analysis and Portfolio Management degree program at Creighton University. Steve became a Chartered Financial Analyst® (CFA®) in 2012, and he maintains an active membership in the CFA Society of Nebraska.
Beyond his professional accomplishments, Steve is an active member of his golf club community in Omaha, where he resides with his wife and two dogs. When not in Nebraska or spending time with the Amplify team in Scottsdale, Steve has developed a passion for exploring, fishing, and diving in the Florida Keys.
