Steve Powers, CFA
Senior Director, Intermediary Markets
Steve Powers, CFA, senior director, intermediary markets, is responsible for business development within the intermediary channel including RIAs, family offices and sub-advisory relationships. Steve brings 24 years of industry experience, including direct retail experience as a financial advisor and private banker, and indirectly as an external wholesaler and portfolio specialist. Prior to joining the firm in 2014, Steve was with Incapital LLC. Steve received a BA in economics and a BA in business management from North Carolina State University and he is a CFA® charterholder. Steve maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC.