As Portfolio Manager, Steven Folker assists in the development of your personal investment policy guidelines. Steven makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationSteve earned Masters and Bachelors degrees from the University of Wisconsin.
Professional Experience & Areas of FocusSteve has extensive experience developing investment policies and portfolio allocation strategies for high net worth clients. He has served a number of different roles at Fifth Third, including institutional portfolio manager, director of equity research, equity strategist and managing director of growth strategies.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)