Steve Versage
Client Portfolio Analyst at Clark Capital Management Group, Inc.
About
Steve Versage, CFA, is an Associate Client Portfolio Manager at Clark Capital Management Group in Philadelphia, PA. In his current role, he collaborates closely with financial advisors and the firm’s Investment Consultants to design and implement highly personalized investment solutions for high net worth clients. Steve is dedicated to delivering an elevated, concierge-style investment experience tailored to the specific needs and goals of sophisticated investors.
His expertise spans analysis of both equity and fixed income securities, providing comprehensive solutions that address a wide spectrum of asset classes including equities and bonds. He works specifically with elite financial advisors, focusing on constructing and managing portfolios for affluent individuals and families, and leveraging deep knowledge in multi-asset allocation strategies.
Prior to joining Clark Capital Management Group, Steve was a Fund & Investment Senior Associate at Vanguard, where he gained experience in security analysis and portfolio management. He holds a bachelor’s degree in Finance from Penn State University and the Chartered Financial Analyst (CFA) designation, underscoring his commitment to excellence and ethical standards in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clark Capital Management Group | Client Portfolio Analyst | Feb 2022 to Present | - Analyze prospective clients’ equity, fixed income, and alternative investments to determine potential portfolio improvement - Present weekly to senior management to provide insight into relevant eco... |
| Vanguard | Fund and Investment Senior Associate - Corporate Actions | May 2021 to Feb 2022 | - Provide daily analyis of domestic and international corporate action events to portfolio managers - Analyze both equity and fixed income securities using Bloomberg, Markit, and Morningstar - Deciphe... |
| Vanguard | Portfolio Implementation Associate | Jul 2019 to May 2021 | - Assisted a team of 50+ financial advisors in portfolio implementation and asset allocation - Served as a point of contact for both advisors and their clients to provide investment guidance - Develop... |
| Vanguard | Operations Associate | Jan 2018 to Jun 2019 | - Established knowledge of financial processing systems and maintained productivity and quality metrics consistently above the department average - Worked in 16-Person Reserve Calculation team to ensu... |
| Federal Aviation Administration | Financial Services Intern - Aquisitions | May 2015 to Aug 2016 | • Learned to use Electronic Document Management Systems (EDOCS) creating secure and centralized way to store significant information • Provided direct assistance to contracting officers and organized ... |
| Panera Bread | Associate Trainer | Nov 2010 to May 2015 | • Trained over 50 new employees in food preparation line, cashier protocol, and customer relations etiquette • Employed Supply Chain Management techniques to assess stock and carry out ordering proces... |
Education
Penn State University
Bachelor of Science - BS, Finance, Economics
2013 — 2017
Parkland High School
High School
2009 — 2013
Others at Clark Capital Management Group, Inc. (13)
| Name | Role | Location |
|---|---|---|
D David Rights | EVP, Director of Research | Fort Washington, PA , United States |
 | PM | Philadelphia, PA , United States |
 | Associate Portfolio Manager | Philadelphia, PA , United States |
M Mason Wev | Senior Portfolio Manager | Philadelphia, PA , United States |
 | Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States |
 | Equity Analyst | Philadelphia, PA , United States |
T Thomas Duffy | Client Portfolio Manager | Princeton, NJ , United States |
 | Senior Portfolio Analyst | Philadelphia, PA , United States |
 | Client Portfolio Analyst | Philadelphia, PA , United States |
 | Associate Client Portfolio Manager | Philadelphia, PA , United States |