Steve Low
Senior Portfolio Strategist @Edward Jones
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WORK HISTORY
Senior Portfolio Strategist @Edward Jones
US
EDUCATION
The University of Dallas
Bachelor's degree, Philosophy
ABOUT STEVE LOW
Experienced Finance and Investment Professional with cross functional roles interacting with Individual and Business clients. Expertise in:• Sales and product solutions and maintaining client relationships• Face to Face client interaction with Affluent and High Net Worth Clients• Direct dialogue with Business Owners and C-level Executives • Credit analysis and recommendation• Investment Expertise across Fixed Income, Equity and Alternative Asset classes• Currently Securities and Insurance Licensed• CFA Charterholder since September 2013• CAIA Charterholder since November 2023• Financial Data Professional (FDP) since April 2024
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