Steven Loveless, Portfolio Manager
Designations: MBA, CPA, CFA – Level III Candidate
Securities Licenses – Series 7 and Series 66
Services – Investment Management & Financial Planning
As the Portfolio Manager of IA Strategies is responsible for all investment advisory decisions for the portfolios. This entails creation and ongoing due diligence of each strategy. IA Strategies investment methodology focuses on understanding historical return and risk for a variety of global asset classes. Asset allocation weightings are then adjusted based on the projected returns for each asset class. Investment selection and ongoing management is then mapped to account type, with a stated emphasis of controlling cost and investment tax.
Lead Investment Strategist – MarketShare Financial
MarketShare Financial is an Office of Supervisory Jurisdiction “Super-OSJ” which at its peak, had supervisory responsibility for $2bn in assets and 130+ Financial Advisors. Mr. Loveless was responsible for creating and managing the firm’s asset allocation models, creating a global market outlook, and conducting due diligence on a range of securities and investment products. Additionally, he was responsible for acting as the subject matter expert for all registered investment advisory questions.
Senior Consultant, Financial Advisory – Protiviti, Inc.
Protiviti is a global consulting firm composed of experts specializing advisory, risk, compliance and transaction services. Mr. Loveless focused on providing consulting services to large global banks. His areas of expertise included Comprehensive Capital Analysis & Review (CCAR) which is a regulatory framework introduced by the Federal Reserve to supervise large banks, and Resolution Planning Reviews (Living Wills) which is a plan that must describe a company’s strategy for a rapid resolution in the event of material financial distress of the company. Project scrutiny was often performed by the Federal Reserve and Federal Deposit Insurance Corporation. Additionally, Mr. Loveless worked on several consent orders issued by the Department of Justice.