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Biography

Steven Colton is a Principal in the Santa Barbara office. He is a member of the Wealth Management practice providing portfolio management services.

Prior to joining Cerity Partners, Steven held the following positions:

  • Senior Portfolio Manager at West Coast Financial, LLC. Specialized in quantitative research, portfolio construction, stock selection, and risk management
  • Founder at Colton Investment Management, LLC, an investment advisory firm to high-net-worth individuals and small businesses
  • Managing Director at Virtus Investment Partners. Created business unit focused on quantitatively managed large cap core U.S. stock portfolios
  • Vice President and Senior Portfolio Manager at American Century Investments
  • Lead manager of American Century Income & Growth Fund, Equity Growth Fund, Utilities Income Fund, and North American Gold Equity Index Fund.

In his spare time, Steven enjoys surfing, golf, and hiking with his wife and two dogs in the beautiful hills of Montecito.

Education

  • B.A. in Economics / Applied Mathematics (dual major) from the University of CA, San Diego
  • M.S. in Engineering Economic Systems from Stanford University

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