Principal & Portfolio Manager, CFA
Investment Review Committee
Steve has 30 years of wealth management and portfolio management experience. Prior to joining Palisade, he was head of the Trust and Financial Services Division for BNC National Bank. From 2001 to 2005, Steve was a Senior Vice President with U.S. Trust Company, and was a member of the Executive Committee for U.S. Trust Company’s Minnesota offices. From 1987 to 2001, he served high net worth and trust clients while at Resource Trust Company. Steve received a B.A. from Bethel University in Arden Hills, MN. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Minnesota. Steve is also a member of the Minnesota Society of CPAs and the American Institute of Certified Public Accountants.