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About
Steven Meyer is the lead Investment Analyst at Howard Capital Management, Inc., based in Alpharetta, GA. In this role, he specializes in quantitative and technical analysis, with core responsibilities that include trade verifications, overseeing ETF portfolio composition, determining asset allocation requirements, conducting risk management research, and supporting ad hoc reporting as well as marketing initiatives. Steven also participates in the firm’s Investment Committee and works with regulatory compliance focused on ETF and mutual fund oversight.
He focuses primarily on ETF and mutual fund portfolios, bringing expertise in quantitative strategies and technical market assessment to support a range of investment solutions for high-net-worth individuals and institutional clients. His analytical focus encompasses asset allocation, portfolio construction, and risk management techniques, particularly within equity and multi-asset strategies.
Before his current position, Steven served as an Internal Wholesaler at Howard Capital Management and began his career in financial services with Edward Jones in their Financial Advisor Career Development program. He graduated magna cum laude with a BBA in Finance from the University of Georgia’s Terry College of Business and holds Series 7 and 66 licenses, reflecting strong technical proficiency and a commitment to industry standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Howard Capital Management, Inc. | Investment Analyst | May 2020 to Present | — |
| Howard Capital Management, Inc. | Internal Wholesaler | Apr 2018 to May 2020 | — |
| Edward Jones | Financial Advisor Career Developement | Jul 2017 to Nov 2017 | • Relocation to home office for focused training to build knowledge and confidence with the firm’s tools, the client creation process, and the financial solutions offered to clients. Case study rehearsal... |
| CollegeTown Properties | Leasing Associate | Dec 2015 to Aug 2016 | • Responsible for leasing properties through identifying leads, following up with potential tenants, giving tours of properties, and executing lease documents. • Assist with accounting and operations ... |
Education
University of Georgia - Terry College of Business
Bachelor's degree, Finance, General
2013 — 2017
Skills & Expertise
Others at Howard Capital Management Inc. (1)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Phoenix, AZ , United States |
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