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 26 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 organization, Steve was with Incapital LLC. Steve has 26 years industry experience and has been with the firm since 2014. He received a BA in economics and a BA in business management from North Carolina State University and is a CFA® charterholder. Steve maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC. He also holds the Series 3 registration with the National Futures Association.