Steve Condon, Cfa Email & Phone Number

I'm deeply committed to fostering a team culture that strives every day to deliver the best possible client experience. I take pride in serving clients alongside experienced and principled professionals who understand that being a trusted advisor requires asking the right questions, genuinely listening to answers, and crafting individual plans that treat every client as unique. From guiding the team to leading strategic initiatives to ensuring excellence in day-to-day execution through my role on the firm’s management team, I'm grateful for the broad perspective my wide-ranging involvement at Truepoint provides. My decades-long career has been fueled by a passion for investment research, and I was drawn to Truepoint for its data-driven approach to investing and commitment to intellectual honesty. While my role at Truepoint has evolved dramatically over the years, my passion for investment management and serving clients has remained. I also contribute to the advancement of RIAs (Registered Investment Advisers) on the national level by participating in several industry leadership groups, including Fidelity’s Advisor Council and Dimensional Fund Advisors CEO Forum.

Listed skills include Investment Strategies, Financial Planning, Investment Portfolio Construction, Investment Management, and 4 others.