Director of Investment Management and Research
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- Investment Management & Research
Steve McFeely, CFA®, MBA, is the Director of Investment Management and Research and joined the firm in April 2016. He manages Cassaday & Company, Inc.’s analysis of investment alternatives, monitors key economic data, recommends policy formulation, and oversees model allocations. He also plays a key role on the Strategic Investment Counsel and Investment Policy Committees, which establish and continually evaluate the investment strategies and policies of the firm. He is not affiliated with Royal Alliance Associates, Inc. and does not offer securities or investment advisory services.
Steve brings over 20 years of portfolio management experience in both institutional and investment advisory capacities. Prior to joining Cassaday & Company, Inc., he was a portfolio manager for a multi-family office, where he managed portfolios for high net worth individuals. He also has experience developing and managing equity, fixed income, and alternative strategy mutual and exchange-traded funds for an investment management firm in the Washington, D.C. area.
Steve received his MBA in finance from George Mason University and his undergraduate degree in business from the University of Maryland. He is also a Chartered Financial Analyst® (CFA) and is a member of the CFA Society of Washington, D.C. He currently resides in Oak Hill, Virginia with his wife, Jen, and their two children, Dylan and Taryn.