Steve has been with Lowery Thomas, LLC since 2016. He graduated from Vassar College with a B.A. in Economics and then earned a Masters in Business Administration at The Wharton School at the University of Pennsylvania in 1996.

He started his career as a Senior Finance Analyst at Gap, Inc. His first position as an investment professional was at Miller Anderson and Sherrerd. After they were acquired by Morgan Stanley in 1999, Steve was promoted to Executive Director and Portfolio Manager in charge of over $12 billion in assets. In 2004, Steve moved to Defiance Asset Management, LLC as a Principal and Portfolio Manager.

Steve attended San Mateo High School graduating in 1985 and currently resides in San Mateo with his wife, Jane, and two boys.