Steve has been key to Heritage’s expanded client services, particularly in the area of alternative investment strategies. With 35+ years of investment experience, Steve is a member of Heritage’s Investment Policy Committee and is heavily involved in investment strategy, asset allocation and implementation, and due diligence. He previously served for over a decade as the Director of Investments at The Spider Management Company and worked at the Virginia Retirement System (VRS). Steve earned his B.A. from the University of Richmond and an MBA in Finance from George Washington University. He is a Chartered Financial Analyst (CFA®). Steve serves as the In