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Steven Versage
Associate Client Portfolio Manager at Clark Capital Management Group, Inc.
About
Steven Versage is an Associate Client Portfolio Manager at Clark Capital Management Group in Philadelphia, PA, where he collaborates closely with financial advisors and investment consultants to construct highly tailored investment portfolios for high net worth clients. His role emphasizes delivering a concierge-level investment experience, working directly with elite advisors to address complex client needs and goals.
Steven’s investment expertise encompasses both equity and fixed income securities, reflecting his prior experience as a Fund & Investment Senior Associate at Vanguard. While at Clark Capital, he focuses on developing multi-asset class strategies designed specifically for affluent individuals, leveraging insights across sectors to build diversified solutions tailored to client objectives.
He holds a bachelor’s degree in Finance from Penn State University and has earned the prestigious Chartered Financial Analyst® (CFA®) designation. Steven is recognized for his analytical rigor and client-centric approach, contributing to the advancement of personalized wealth management practices in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clark Capital Management Group | Associate Client Portfolio Manager | Feb 2024 to Present | — |
| Clark Capital Management Group | Client Portfolio Analyst | Feb 2022 to Feb 2024 | - 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. (18)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Manager | Philadelphia, PA , United States |
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 |
 | SR. Vice President | Palm Beach, FL , 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 |
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