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Stephan Quinn Cassaday
CFP®, CFS

President and CEO

 

 

 

 

Curriculum Vitae

Steve Cassaday has been advising investors professionally since 1977. In 1993, after 16 years holding senior and management positions with several major New York Stock Exchange member firms, Steve abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm.  Steve’s vision was based on simple concepts about what clients want: 

  • Comprehensive, integrated financial advice that is proactive, objective, impartial, unbiased and continuously applied.
  • Advisors who are highly trained, credentialed and experienced.
  • A firm that controls its own destiny by remaining independent from any bank, brokerage firm or insurance company where conflicts of interest exist.
  • Advisors who are fiduciaries.

Cassaday & Company, Inc. has been nationally recognized as a leading firm and has grown from $40 million in assets under management or supervision to $1.8 billion as of July 2016 with 45 employees assisting more that 1,500 households throughout the United States. 

In 2016, Barron’s Magazine ranked Steve as the #1 Advisor in Virginia for the second time on its list of ‘America’s Top 1,200 Advisors: State by State’, cited him as one of the top 100 independent financial advisors in the country and recognized him on its Top 100 List for all financial advisors in the US.  Steve has appeared on both the Top 1,200 Advisors and Top 100 Independent Advisors lists every year the awards have been offered.

A recognized financial industry thought-leader and sought after speaker, Steve has given over 1,000 dynamic and informative 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.

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. He has also been highlighted in business and finance publications across the country.  Steve’s column and opinion pieces appeared in the Washington Business Journal from 1999 - 2003.

Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Funds Specialist (CFS).  He has served terms 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. 

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

Awards & Recognitions*

  • Barron’s #1 Financial Advisor in Virginia on the list of Top 1,200 Advisors: State by State (2014, 2016) and on the list since inception (2007-2016)
  • Barron’s #1 Independent Advisor in Virginia on the list of Top 100 Independent Financial Advisors in the Nation (2016) and on the list since inception (2007-2016)
  • Barron’s Top 100 Financial Advisors in the Nation (2016)
  • Financial Advisor Magazine Top RIAs in the US (2012-2016)
  • Financial Times Top 300 RIA Firms (2014-2015)
  • Forbes America's Top Wealth Advisors (2016)
  • Northern Virginia MagazineTop Financial Professional (2012-2016)
  • Registered Rep Magazine Top 100 Independent Advisors in America (2014-2015)
  • Washingtonian Top Wealth Advisors(2016)
  • Alliance for Workplace Excellence (2012, 2014-2016)
  • Inc. Magazine Top 5000 Fastest Growing Companies (2007-2010, 2014-2016)
  • Investment News Best Practices: Technology (2015)
  • Northern Virginia Family Service CARE Award (2015)
  • Pensions and Investments Best Places to Work in Money Management (2015)
  • Virginia Business Magazine Best Places to Work (2015-2016)
  • Washington Business Journal Best Places to Work (2008, 2010-2013, 2015-2016)
  • Washingtonian Best Places to Work (2009, 2011, 2013, 2015)

Community Involvement

  • Member, Board of Directors, the Thomas Jefferson Institute for Public Policy
  • Appointed to Vice Rector for the Board of Visitors by Virginia Governor James Gilmore in 2000 and reappointed by Governor Robert McDonnell in 2010
  • Endowed a Radford University scholarship fund for students demonstrating financial need
  • Past Chairman of the Radford University College of Business and Economics Advisory Council
  • “Executive in Residence” at Radford University in March 2015
  • Radford University Commencement keynote speaker in 2005
  • Recipient of the Partner in Excellence Award from the Radford University Foundation in 2004
  • Outstanding Service Award from the Radford University Alumni Association in 1999

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

  • The Washington Jesuit Academy
  • The House DC
  • Smile Train
  • Wounded Warriors
  • Intrepid 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 over 32 years, Steve and his wife Mary, live in Reston, VA. Their three sons, Chad, Kyle and Chris, are all employed at Cassaday & Company, Inc. 

  

*Awards and Recognition disclosures can be found at http://www.cassaday.com/who-we-are/awards

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.