Steve Aldridge

Steve Aldridge Email and Phone Number

Managing Member at Canopus Wealth Management @ Canopus Wealth Management
Steve Aldridge's Location
Louisville, Kentucky, United States, United States
Steve Aldridge's Contact Details

Steve Aldridge work email

Steve Aldridge personal email

n/a
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

Steve Aldridge's Current Company Details
Canopus Wealth Management

Canopus Wealth Management

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Managing Member at Canopus Wealth Management
Steve Aldridge Work Experience Details
  • Canopus Wealth Management
    Managing Member
    Canopus Wealth Management 2017 - Present
    Louisville, Kentucky Area
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  • Sterling Financial Group Ltd
    Portfolio Manager
    Sterling Financial Group Ltd 2012 - 2017
    Louisville, Ky
  • Pnc Wealth Management
    Vp, Portfolio Manager
    Pnc Wealth Management 2009 - 2012
    Manage $350 million of personal private client wealth for PNC Wealth Management.
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  • National City Bank
    Vp, Portfolio Manager
    National City Bank 2004 - 2009
    Private Client Group
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  • Stock Yards Bank & Trust
    Vp, Portfolio Manager
    Stock Yards Bank & Trust 2002 - 2004
    • 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.
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  • Hilliard Lyons
    Vp, Equity Analyst
    Hilliard Lyons 1998 - 2002
    • Covered the Communications Technology industry• Wrote individual company reports and published the Communications Technology Monitor• Participated in investment banking opportunities as needed
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  • Hilliard Lyons
    Vp, Portfolio Manager
    Hilliard Lyons 1994 - 1998
    • Managed $90 million in personal and institutional investment management and trust accounts.
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  • Liberty National Bank & Trust
    Equity Analyst & Portfolio Manager
    Liberty National Bank & Trust 1990 - 1994
    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.
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Steve Aldridge Skills

Portfolio Management Investment Management Asset Allocation Asset Management Investments Financial Risk Investment Strategies Equities Securities Management Financial Modeling Equity Research Strategic Planning Retirement Planning Financial Planning Personal Finance Asset Managment Investment Policy Development Trust Management Bonds Fixed Income Analysis Economic Research Microsoft Excel Vba Forecasting Trust Services Iwork Solve360

Steve Aldridge Education Details

Frequently Asked Questions about Steve Aldridge

What company does Steve Aldridge work for?

Steve Aldridge works for Canopus Wealth Management

What is Steve Aldridge's role at the current company?

Steve Aldridge's current role is Managing Member at Canopus Wealth Management.

What is Steve Aldridge's email address?

Steve Aldridge's email address is st****@****tbb.com

What schools did Steve Aldridge attend?

Steve Aldridge attended University Of Louisville, Desales.

What are some of Steve Aldridge's interests?

Steve Aldridge has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Arts And Culture, Health.

What skills is Steve Aldridge known for?

Steve Aldridge has skills like Portfolio Management, Investment Management, Asset Allocation, Asset Management, Investments, Financial Risk, Investment Strategies, Equities, Securities, Management, Financial Modeling, Equity Research.

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