CoverProfile

Steven Osborne

Senior Research & Investment Operations Associate

Cassaday & Company Inc

United States, District of Columbia, Washington

About Me

Steven Osborne, Senior Research & Investment Operations Associate, joined Cassaday & Company, Inc. in 2019. Steven supports the Investment Strategy & Operations team with auditing and calculating financial data, performance reporting and investment research. Prior to joining Cassaday & Company, Inc., Steven served as an account sales manager for a government reseller in the D.C. area working primarily with the Office of Science within the Department of Energy. Steven is a graduate of Patrick Henry College, where he double majored in Government and Economics and Business Analysis. He currently resides in Tysons, Virginia. Steven is a Registered Representative with Osaic Wea

View more

Profile Information

Senior Research & Investment Operations Associate

Cassaday & Company Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

District of Columbia

United States

Jan 10, 2025

More profiles to browse

Profile Photo
Christopher Young
Senior Partner
Profile Photo
Stephan Cassaday
Founder, Chairman & Chief Executive Officer
Profile Photo
Michael Fiorese
Portfolio Manager
CF
Chris Forney
Investment Strategist

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management