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Stephan Quinn Cassaday
CFP®, CFS

President and CEO

Curriculum Vitae

Steve Cassaday has been advising investors professionally since November of 1977. He has held senior and/or management positions with several major New York Stock Exchange member firms.  In 1993 Steve abandoned the traditional Wall Street brokerage model and started Cassaday & Company, Inc. in order to provide comprehensive integrated wealth management services to investors seeking independent, objective and impartial guidance.  Today Cassaday & Company, Inc. has 30 employees and manages or supervises over $1.4 Billion for over 1000 households throughout the United States.   

A recognized industry thought leader and sought after speaker, Steve has given over 300 public presentations on investments, financial planning and portfolio management, personal development and productivity, regularly addressing others in the industry and academia as well as speaking before corporate gatherings, associations, community groups and at public seminars. 

Cassaday & Company, Inc. has been quoted, mentioned or featured in many daily newspapers as well as every major business and finance publication in the United States.  Steve is a regular columnist in the Washington Business Journal. 

Steve has appeared on national TV numerous times including interviews on the CBS Evening News with Dan Rather, It’s Your Business, Nation’s Business Today, Fox News Network’s “Fox on Money,” The Nightly Business Report and local network,  affiliates among others. 

Steve is a Certified Funds Specialist (CFS) and Certified Financial Planner, CFP® professional who served on the Board of Directors of the Financial Planning Association (FPA) of the National Capital Area, having completed terms as President and Chairman of that organization. In 2003, Steve received the FPA Leadership Award for outstanding service to the profession.

 

Awards & Recognitions 

According to Envestnet there are 150,000 independent investment advisors in the United States. Steve Cassaday and his firm Cassaday & Company, Inc. have been nationally recognized. Here is a listing of some of his recent awards and recognitions.  

Steve has been honored in Barron’s magazine as one of the nation’s “Top 100 Independent Advisers” every year the award has been given.  

Steve has also been ranked by Barron’s as one of the “Top 1,000 Advisors in America” 2009-2012. Steve has ranked 4th in Virginia for the last 3 years.   

Cassaday & Company, Inc, has been named a Premier Advisor by the National Association of Board Certified Advisory Practices’ in each year the award has been offered.  NABCAP recognizes an elite group of advisory practices in the greater Washington, D.C. area.  

Northern Virginia magazine named Steve a 2012 “Top Financial Professional.” 

Steve was recognized by NOVA Exec magazine as one of the Top InNOVAtors of 2012. 

Washingtonian magazine has ranked Steve among the “Best Financial Planners” in the greater Washington area 2009, 2010 and 2012.

Steve has been chosen as one of the Top 100 Independent Advisors in America by Registered Rep Magazine each year the award has been given.

In 2008, Steve was awarded the Outstanding Advisor Award by Registered Rep Magazine. Each year this award honors ten financial advisors based on career, personal and philanthropic accomplishments.  A different group receives the award each year.

In December of 2008, Steve received the Financial Excellence Award from the Washington Business Journal in the category of financial services.

 

Community Involvement 

Steve is a member of the Board of Directors for the Thomas Jefferson Institute for Public Policy.

In 2000, Steve was appointed by Virginia Governor James Gilmore to the Board of Visitors at Radford University and served as Vice Rector. He was reappointed by Governor Robert McDonnell in 2010.  

Steve is past chairman of the Radford University College of Business and Economics Advisory Council.

Steve has endowed a scholarship fund for students demonstrating financial need at Radford University. 

In 2005 Steve gave the commencement address to graduates.

In 2004 Steve received the Partner in Excellence Award from the University Foundation. 

Steve received the 1999 Outstanding Service Award from the Radford University Alumni Association.

Steve and his wife, Mary, are major donors to:

  • Operation Smile
  • Wounded Warriors
  • Intrepid Fallen Heroes Fund
  • So Others Might Eat (SOME)
  • Save the Children
  • Washington Jesuit Academy
  • Central Union Mission (DC)
  • The House (DC)
  • USO
  • Youth for Tomorrow  

Married for 29 years, Steve and Mary live in Great Falls, Va.  They have three sons, Chad, Kyle and Chris

 

Award Disclaimers:

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.

The “Barron’s Winner’s Circle Top 100/ Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information.

The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor.

Washington Business Journal Financial Excellence Award- "The winners were chosen by the Washington Business Journal editorial staff. We solicited outside counsel from industry insiders before picking the winners. We selected them based not on the amount of money they were handling but on the work they have done in the past year to put their organizations on firm financial footing."

 

†The Royal Alliance Royal Court consists of those representatives that are either: Top 50 Bonus Group Managers
Top 50 Individual Representatives
Mr. Cassaday makes it on both counts.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.