Steven Versage

Steven Versage is an Associate Client Portfolio Manager at Clark Capital Management Group in Philadelphia, PA, specializing in the construction of highly personalized investment solutions for high net worth clients. In collaboration with financial advisors and Clark Capital’s Investment Consultants, he is responsible for elevating client investment experience through concierge-level service and tailored portfolio strategies.

His expertise encompasses both equity and fixed income securities, leveraging analytical experience gained as a Fund & Investment Senior Associate at Vanguard before joining Clark Capital. Steven’s focus lies primarily on multi-asset portfolio design and management, assisting in aligning investment choices with client objectives and risk tolerances, particularly for high net worth individuals and families.

Steven Versage holds a bachelor’s degree in Finance from Penn State University and the Chartered Financial Analyst (CFA) designation. His credentials and career background underscore a strong foundation in finance, portfolio construction, and multi-asset analysis, with notable contributions in client-focused investment consulting within the wealth management and asset management sectors.