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About
Steve Eddy is a Portfolio Manager at HM Payson & Co in Portland, Maine, where he leverages over 30 years of experience in portfolio management and fiduciary leadership. In his current role since 2022, he assists clients in overcoming financial obstacles and managing custom investment strategies to meet their unique needs, with a primary focus on institutional and retirement plan clients across New England.
His expertise spans the trust and ERISA-based retirement plan sectors, developed through prior leadership roles, notably as Vice President of Fiduciary Consulting Services at Old Port Advisors and earlier positions in trust departments at Peoples Heritage/Banknorth. Throughout his career, he has concentrated on asset allocation strategies and management of retirement plan portfolios.
Steve holds a Bachelor of Arts degree with a concentration in mathematics from Bates College. He is also deeply engaged in the professional community as a board member and treasurer for the Maine Employee Benefits Council, reflecting his ongoing commitment to employee benefits and fiduciary best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| HM Payson & Co | Portfolio Manager | Jan 2022 to Present | — |
| Old Port Advisors | Fiduciary Consultant | Jul 2009 to May 2023 | — |
Education
Bates College
Skills & Expertise
Others at HM Payson & Co. (13)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Brunswick, ME , United States |
J Jay Flower | Portfolio Manager | Portland, ME , United States |
 | Portfolio Manager | Portland, ME , United States |
N Noah Petrucci | Portfolio Manager | Portland, ME , United States |
 | Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return Fund | Portland, ME , United States |
 | Portfolio Manager | Portland, ME , United States |
 | Portfolio Manager | Portland, ME , United States |
T Timothy Griffin | Portfolio Manager | Portland, ME , United States |
 | Private Equity Associate | Portland, ME , United States |
| Analyst | Portland, ME , United States |
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| Name | Role | Fund | Location |
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 | Vice President and Portfolio Manager | Davis R M Inc. | Portland, ME , United States |
J John Doughty | Chief Investment Officer and Shareholder | Davis R M Inc. | Portland, ME , United States |
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