Managing Member
Current
2017 - Present
~9 yrs 7 mos
AeroLeads people directory · profile
Steve Aldridge Email & Phone Number
Managing Member
at
Canopus Wealth Management
1 work email found
@insightbb.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Member
Location
Louisville, Kentucky, United States
Who is Steve Aldridge? Overview
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Quick answer
Steve Aldridge is listed as Managing Member at Canopus Wealth Management, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at insightbb.com and a matched LinkedIn profile for Steve Aldridge.
Steve Aldridge previously worked as Portfolio Manager at Sterling Financial Group Ltd and VP, Portfolio Manager at Pnc Wealth Management. Steve Aldridge holds Bsba, Finance from University Of Louisville.
Company email context
Email format at Canopus Wealth Management
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saldridge@insightbb.com
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Profile bio
About Steve Aldridge
Investment portfolio manager with expertise managing money for high net worth individuals, institutions, foundations and endowments. Emphasis on helping clients state investment objectives, required return and risk exposure using financial planning tools and a clearly defined investment policy statement. Use analysis and experience to construct unique portfolios to meet client objectives.Specialties: Investment portfolio management, equity analysis, fixed income analysis, financial planning and forecasting
Listed skills include Portfolio Management, Investment Management, Asset Allocation, Asset Management, and 24 others.
Current workplace
Steve Aldridge's current company
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8 roles · 37 years
Steve Aldridge work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Sterling Financial Group Ltd
2012 - 2017
~5 yrs
Vp, Portfolio Manager
Manage $350 million of personal private client wealth for PNC Wealth Management.
2009 - 2012
~3 yrs
2004 - 2009
~5 yrs
Vp, Portfolio Manager
• Managed individual, employee benefit and institutional trust and investment management accounts.• Maintained contact with clients, board of directors and investment committees.• Published the quarterly Investment Insights news letter.
2002 - 2004
~2 yrs
Vp, Equity Analyst
• Covered the Communications Technology industry• Wrote individual company reports and published the Communications Technology Monitor• Participated in investment banking opportunities as needed
1998 - 2002
~4 yrs
Vp, Portfolio Manager
• Managed $90 million in personal and institutional investment management and trust accounts.
1994 - 1998
~4 yrs
Equity Analyst & Portfolio Manager
Began analyzing securities held in trust accounts for investment merit and compliance. Moved into a personal trust portfolio management position in 1991. Took over a portfolio of institutional accounts in 1993.
1990 - 1994
~4 yrs
2 education records
Steve Aldridge education
Bsba, Finance
Education record
Desales
FAQ
Frequently asked questions about Steve Aldridge
Quick answers generated from the profile data available on this page.
What company does Steve Aldridge work for?
Steve Aldridge works for Canopus Wealth Management.
What is Steve Aldridge's role at Canopus Wealth Management?
Steve Aldridge is listed as Managing Member at Canopus Wealth Management.
What is Steve Aldridge's email address?
AeroLeads has found 1 work email signal at @insightbb.com for Steve Aldridge at Canopus Wealth Management.
Where is Steve Aldridge based?
Steve Aldridge is based in Louisville, Kentucky, United States while working with Canopus Wealth Management.
What companies has Steve Aldridge worked for?
Steve Aldridge has worked for Canopus Wealth Management, Sterling Financial Group Ltd, Pnc Wealth Management, National City Bank, and Stock Yards Bank & Trust.
How can I contact Steve Aldridge?
You can use AeroLeads to view verified contact signals for Steve Aldridge at Canopus Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Steve Aldridge attend?
Steve Aldridge holds Bsba, Finance from University Of Louisville.
What skills is Steve Aldridge known for?
Steve Aldridge is listed with skills including Portfolio Management, Investment Management, Asset Allocation, Asset Management, Investments, Financial Risk, Investment Strategies, and Equities.
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