Steve is a Chartered Financial Analyst (CFA) and has 19 years of experience working in senior positions at Fidelity Investments, Putnam Investments, and MFS Investment Management.  He was an Analyst and Investment Consultant at these investment firms working closely with portfolio managers, marketing/product managers, and institutional clients.  Steve is currently a Portfolio Manager and Founder at Woodland Investment Consultant managing assets for high net worth clients and corporate retirement plans.