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Steven P. Saunders, CAIA, CFA

Principal

Westfield

Client Advisory

Biography

Steven P. Saunders is a Principal in the New Jersey office. In this role, he assists in the composition and maintenance of client portfolios and conducts detailed research using fundamental analysis and a variety of financial metrics.

Prior to joining Cerity Partners, Steven served as a Director, Portfolio Advisor with Round Table Wealth Management, where he was a member of both the investment team and the firm’s Investment Committee. His responsibilities included manager research, due diligence, client portfolio analysis and asset allocation evaluation.

Steven enjoys exploring the outdoors through camping and mountain biking.

Education

  • B.S. in Finance from the University of Wisconsin-Milwaukee
  • Investment Management Certificate Program from the University of Wisconsin-Milwaukee

Highlights

  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst (CAIA)

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