Steve joined Sun Life in 2009 and has more than three decades of investment management and credit experience in North American and international markets. This includes extensive experience managing teams, portfolios and research across a wide range of assets and strategies, including public and private asset classes, derivative markets and liability-driven investing.
Steve’s portfolio of work includes Head of Fixed Income and Liquidity Strategies at Columbia Management and over 15 years at Putnam Investments where he rose to Managing Director and Chief Investment Officer of the Credit Team. Earlier in his career, Steve spent time in the investment banking division at Dean Witter Reynolds (now part of Morgan Stanley).
Steve holds a Bachelor of Science degree from the University of Virginia. He is a CFA Charterholder and a member of the Boston CFA society.