Our Investment Committee
Steven D. Loveless, MBA, CPA®
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.
Steven grew up in northern Indiana, the heart of the rustbelt in a small, factory town. He credits his work ethic to watching his parents work overtime or multiple jobs for most of his life. Focused on athletics, he received a full-ride basketball scholarship until he had a knee injury that forced him to shift his efforts towards academics.
Outside of work, he admittedly still thinks about his work. He enjoys reading about investing as much as possible and loves pouring through economic data. He still retains his athletic side, though – in his free time, he enjoys exercising and following professional football.
His desire is to support and leave an impact in supporting the STEM discipline. His grandfather was an engineer for GM, his mother is a math teacher, and his sister working on obtaining her PHd in Nuclear Physics – it runs in his family, and he sees the tremendous value in supporting STEM in public education.
Check the background of this investment professional on FINRA’s BrokerCheck.