Steven Neeley
I am a committed and value-driven portfolio manager experienced in managing hundreds of millions of dollars on behalf of high-net-worth and institutional clients. A leader in the research and due diligence process, I am skilled in making allocation decisions that yield positive long-term outcomes. I have created and maintained model portfolios and designed risk management systems used to ensure clients’ portfolios are properly managed.
As part of my efforts, I engage in private investing, including direct hard money lending to conduct asset-based financing deals. I manage these dynamic projects that continue to yield positive results.