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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. As of March 1, 2015 Cassaday & Company, Inc. has 38 employees and manages or supervises $1.7 billion for over 1,200 households throughout the United States.

A recognized industry thought leader and sought after speaker, Steve has given over 600 public presentations on investments, financial planning, 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 daily newspapers coast to coast as well as many well-known business and finance publications in the United States and abroad. Steve was a regular columnist in the Washington Business Journal from 2009 to 2012. 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 as past President and Chairman of the Financial Planning Association (FPA) of the National Capital Area. In 2003, Steve received the FPA Leadership Award for outstanding service to the profession.

 

Awards & Recognitions

Steve is ranked as the #1 financial advisor in Virginia on Barron’s list of “Top 1,200 Advisors in America” for 2014.  Steve has been on this list every year the award has been given. 

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

Financial Times ranked Cassaday & Company, Inc. on its list of the “Top 300 Registered Investment Advisors” in the United States based on assets under management.

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.

Northern Virginia magazine named Steve a “Top Financial Professional” in 2012 and 2013. 

Virginia Living magazine named Cassaday & Company, Inc. as the “Best Financial Planning Firm” in its 2014 annual “Best of Virginia” list.

Washingtonian magazine has regularly ranked Steve among the “Best Financial Planners” in the greater Washington Area.

Cassaday & Company, Inc. was named in Investment News as one of the 50 Largest Financial Planning Firms in the Country in 2009

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

In 2008, Steve received the prestigious 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 was the “Executive in Residence” at Radford in March 2015.

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

In 2005 Steve gave the commencement address to Radford 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:

  • The Washington Jesuit Academy
  • The House DC
  • Smile Train
  • Wounded Warriors
  • Intrepdis Fallen Heroes Fund
  • So Others Might Eat (SOME)
  • Save the Children
  • Youth for Tomorrow
  • USO
  • Central Union Mission
  • PRS/Crisis Link
  • Salvation Army
  • The Lamb Center

Married for 30 years, Steve and Mary live in Reston, Va. They have three sons, Chad, Kyle and Chris, all three of whome are employed at Cassaday & Company, Inc.

 

  

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.

Financial Advisor magazine used discretionary and nondiscretionary assets under management as reported on Form ADV to compile their ranking.  Cassaday & Company did not pay a fee in exchange for inclusion on this list.  More information can be found at http://www.fa-mag.com/research/ria-survey

The Financial Times Top 400 Advisor methodology is quantifiable and objective. The FT solicited advisers’ practice information from the 40 largest US broker-dealers and requested data for each group’s most elite advisers.  The FT assessed those with more than 10 years of experience and $250m or more in assets under management (AUM); brokerages had no subjective input. The formula used is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, years of experience, industry certification, Finra compliance record and online accessibility. AUM and asset growth comprise roughly 80-85 per cent of each adviser’s score. While each adviser earned an individual score and could be ranked against another, the FT 400 is presented as an elite group, not a competitive ranking.

The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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/Top 1,200” 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 http://online.barrons.com/report/top-financial-advisors 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 Top Financial Professional list is compiled by the Northern Virginia magazine.  The magazine sends out nomination forms to Financial Associations in Northern Virginia to nominate professional advisors in the various categories.  The “Top Financial Professional” listing is given to those financial advisors that receive the most nominations.  Financial professionals do not pay a fee to be included.

†The Royal Alliance Royal Court consists of those representatives that are either: Top 50 Bonus Group Managers or 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.