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Steve Sears is Vice-President and Chair of the Equity Strategy Committe at United Wealth Management. He has 30 years of investment experience with United, RBC Wealth Management, BB&T Asset Management, Huntington Banks and Smith Barney, Harris Upham.
In 1982 Steve joined Smith Barney, Harris Upham where he focused on providing investment services to high net worth individuals and institutions. From 1984 to 1996 he served as Chief Investment Officer for Huntington Banks WV Trust Division where assets under management grew from $90 million to $1.7 billion. From 1996 to 2005 he served as Sr.VP with BBT Asset Management where he managed the Sterling Mid-Cap Value Fund. He managed separate accounts for RBC Wealth
Management from 2005 to 2009.
Steve has been nationally recognized by Barron’s, Morningstar, Lipper Analytical and The Wall Street Journal as one of America’s leading money managers. In 2003 Lipper Analytical awarded his Fund the “Lipper Leader” designation. In 2002 he guided the BB&T Mid-Cap Value Fund to a 5 star Morningstar rating and a “Best in Category” designation. In 2001 Barron’s named him to their “Best of Breed” list of equity mutual fund managers. In 1999 the Wall Street Journal labeled his OVB Equity Income Fund, the 7th highest returning fund of its type, a “Category King”.
Steve majored in finance at Marietta College and was conferred the Chartered Financial Analyst (CFA) designation in 1989. He holds FINRA series 7, 31, 63, & 65 securities licenses.
Active in the community, Steve is past President of the Charleston Central Little League and coach in the CCRA Church Basketball League. He has been a regular commentator on the morning WCHS 580 Daily Market Report. He enjoys off-road motorcycling and participating in his children’s activities
Private equity portfolio manager.
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