Steven Breiter is a Portfolio Manager Team Lead dedicated to helping clients achieve their financial goals. He partners with individuals and families to clarify risk tolerance, define investment goals and objectives, and manage their portfolios in a disciplined manner aligned to these priorities. He understands how meaningful financial planning can be, having seen firsthand the positive impact it can have on clients’ personal and family lives.

With more than 29 years in the financial services industry, Steven has served as a Portfolio Manager assisting clients with a wide range of needs. Most recently, he was a Regional Investment Manager at Wells Fargo Bank, where he worked directly with clients to manage investments across their accounts and supervised a team of investment professionals doing the same work. His experience includes working with revocable and irrevocable trusts, investment management accounts, individual and corporate retirement accounts, and estate settlement accounts.

Steven earned a Bachelor of Science in Finance with a co-emphasis in International Finance from Brigham Young University.

Outside of work, Steven enjoys spending time outdoors with family and friends participating in kayaking, biking, hiking, and camping.