Current Assignment:

Steve Kantz serves as investments manager of our financial planning department.

Academic Background/Training:

Steve earned a Bachelor of Science/Bachelor of Arts degree in finance at Mercyhurst College. He is a registered securities and insurance representative and an Accredited Asset Management Specialist (A.A.M.S.).

Experience:

Steve has over 12 years experience working with high net worth individuals. He began his career as a stock broker with VTR Capital, Inc. in 1995. Realizing his clients needed help in other areas, he decided to focus his attention on holistic financial planning. He has been helping his clients reach their financial goals and objectives ever since.

Professional Strengths:

Steve has a passion for developing properly structured investment portfolios uniquely tailored to the clients individual risk posture and time frame. He is also currently pursuing his Certified Financial Planner (CFP) designation.

Personal Note:

A Pittsburgh native, Steve currently resides in the North Hills with his son, Tanner. He enjoys working out, sports and the great outdoors.