Steve Superits Email & Phone Number

Toledo, Ohio

I specialize in investment management, asset protection strategies, life insurance and annuities, retirement income strategies, 401(k) plan services, asset protection strategies, asset allocation and risk management for individuals and organizations.Registered Representative and Investment Advisor Representative of LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please… Show more I specialize in investment management, asset protection strategies, life insurance and annuities, retirement income strategies, 401(k) plan services, asset protection strategies, asset allocation and risk management for individuals and organizations.Registered Representative and Investment Advisor Representative of LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Financial Design Group is independently owned and operated.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Show less

Investment management and consulting services

Chief Investment Officer for $2 billion U.S. pension fund, responsible for portfolio construction, asset allocation, global manager due diligence and selection, and cash management for benefit payments. Reporting to Chief Financial Officer with close collaboration and communication with Investment Committee and senior management. Co-manager of $900 million long-duration U.S. Treasury Bond Strip fund. Coordination/direction of external domestic and international money managers… Show more Chief Investment Officer for $2 billion U.S. pension fund, responsible for portfolio construction, asset allocation, global manager due diligence and selection, and cash management for benefit payments. Reporting to Chief Financial Officer with close collaboration and communication with Investment Committee and senior management. Co-manager of $900 million long-duration U.S. Treasury Bond Strip fund. Coordination/direction of external domestic and international money managers, custodial bank (Northern Trust) and 401-k provider (Vanguard).Also responsible for investment manager selection, asset allocation and oversight for Dana's Canadian pension plans, and coordination with treasury and benefits administration. Team leader for successful $120 million annuitization of retiree benefits in 2008 and $55 million in 2009. Show less

Investment management responsibilities focused primarily on actively managing a $90 million U.S. large-to-midcap value equity portfolio (1999-2005). Reported to the former CIO, part of a strategic corporate finance function employing an innovative and cost-effective asset/liabilty management approach for pension finance.Also responsible for investment manager selection, asset allocation and oversight for Dana's Canadian pension plans, and coordination with treasury and benefits… Show more Investment management responsibilities focused primarily on actively managing a $90 million U.S. large-to-midcap value equity portfolio (1999-2005). Reported to the former CIO, part of a strategic corporate finance function employing an innovative and cost-effective asset/liabilty management approach for pension finance.Also responsible for investment manager selection, asset allocation and oversight for Dana's Canadian pension plans, and coordination with treasury and benefits administration. Show less

Investor relations officer for Tier One global automotive parts supplier. Reported to the CFO, and was the primary representative for the company to institutional investors and sell-side analysts, as well as the primary communicator to senior management and the Board regarding the investment community's perception and valuation of DAN.Responsible for developing and consistently communicating the company's strategic advantages to U.S. and European investors, and for maintaining… Show more Investor relations officer for Tier One global automotive parts supplier. Reported to the CFO, and was the primary representative for the company to institutional investors and sell-side analysts, as well as the primary communicator to senior management and the Board regarding the investment community's perception and valuation of DAN.Responsible for developing and consistently communicating the company's strategic advantages to U.S. and European investors, and for maintaining credibility with the Street. Proactively "targeted" potential institutional investors and analysts and successfully expanded shareholder base and sell-side coverage.Other responsibilities included competitor/customer/acquisition intelligence efforts, communications to credit rating agencies and oversight of the shareholder services function. Show less

Investor relations officer for Tier One global automotive parts supplier. Reported to the Chief Financial Officer, and was the primary representative for the company to institutional investors and sell-side analysts-and the primary communicator to senior management and the Board the investment community's perception and valuation of DCN.Responsible for developing and consistently communicating the company's strategic advantages to U.S. and European investors, and for maintaining… Show more Investor relations officer for Tier One global automotive parts supplier. Reported to the Chief Financial Officer, and was the primary representative for the company to institutional investors and sell-side analysts-and the primary communicator to senior management and the Board the investment community's perception and valuation of DCN.Responsible for developing and consistently communicating the company's strategic advantages to U.S. and European investors, and for maintaining credibility with the Street. Proactively "targeted" potential institutional investors and analysts and successfully expanded shareholder base and sell-side coverage.Other responsibilities included competitor/customer/acquisition intelligence efforts, communications to credit rating agencies and the shareholder services function. Show less

Overall management of the Corporate Accounting staff, including responsibility for all internal and external financial reporting requirements, shareholder reports and SEC filings. Coordination with internal audit and independent accountants. Analysis of acquisitions/ divestitures and a variety of accounting, tax and business issues, and regular communication with and training of global operating units' financial personnel.

Planned and directed audit engagements in a variety of industries. Reviewed acquisition and divestiture candidates on behalf of clients. Emphasis on SEC regulation and disclosure matters, equity and debt financing, special engagements and acquisition review and analysis.

Corporate Financial Management

B.A, Accounting

Executive/Management Development

Money Management And Pension Finance