Steve is the senior partner of the team and is a veteran of over 45 years in the investment business. His experience includes portfolio management and investment banking. Professional credits include being ranked on multiple occasions among the Top 100 Investment Advisors in the U.S. by various publications including Barron’s, Money Magazine and Registered Rep Magazine. Portland Business Journal ranked Spence Partners as the #1 Advisor in the state in two recent surveys. Steve appeared on the cover of Money Magazine in late 1996 in the annual forecast edition after seven consecutive years as the magazine’s top “stock picker.”
Steve is a graduate of San Diego State University and holds a degree in economics. He served for 10 years on the board of West Coast Bancorp where he chaired the Audit, Loan and Investment Committee. Steve also has an extensive history of involvement in the not-for-profit community as a board member for organizations including the Portland Art Museum, Legacy Health Systems, Marylhurst University and De La Salle North High School, among others. He is also quite involved in his “adopted” community of Orcas Island, Washington, where he enjoys being an active member of local community boards.