Steve Graham

Steve has been designing customized portfolios and managing the assets of high-net-worth individuals in the financial services industry since 1985. His philosophy is simple and direct: share with clients what works, and more importantly, what doesn't. Guided by the principles of Modern Portfolio Theory, he builds highly efficient portfolios with the conviction that his success is inseparable from his clients'.

Prior to his role at Waterloo, Steve gained experience at major Wall Street firms before founding Allied Portfolio Management in 1998.

He earned his degree in Communications from Michigan State University. Outside of work, he enjoys pickleball and being a menace to his loving wife, Julie. Steve and Julie live in Tucson with their dog BlueJay. They take tremendous pride in their 2 adult children and 3 grandchildren.