As Portfolio Manager, Stephen Komrska assists in the development of your personal investment policy guidelines. Stephen makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationUniversity of Michigan, Dearborn, MI
University of Cincinnati, Cincinnati, OH
Professional Experience & Areas of FocusFor 25 years, Steve has been working in the financial services industry directly serving clients and their financial planning and investment needs. As a vice president and portfolio manager in Fifth Third's Investment Management Group within it's Private Bank, Steve works directly with clients in managing their financial and related assets by implementing a combination of economic and tactical asset allocation strategies to meet their objectives. Through ongoing input and consultation with each client, they work to uncover the needs and goals as part of a comprehensive financial management process. Steve assists his clients with trust, financial, retirement and cash flow planning.
Steve's background includes extensive experience in the financial services industry since 1990.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)