Steve Giacobbe, CFA®, CFP®

Managing Partner | Chief Investment Officer


"As managing partner, I wear multiple hats but ultimately my responsibility is to grow and protect the wealth of clients."

Steve is a Founding Partner of Accredited Wealth Management. He is a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNERTM professional (CFP®). A highly-regarded expert in investment management and wealth planning, Steve has written extensively on topics such as:

  • How to invest in a low yield world

  • All weather stock selection: how to pick great stocks

  • Behavioral finance and how your brain may be killing your investment returns

  • The evolution of social responsible investing and ESG

Experience

  • Commonwealth Bank & Trust, Chief Investment Officer

  • Stearns Financial Group, Partner and Chief Investment Officer

Education

  • MBA in Finance, UNC Greensboro

  • BA in Economics, Washington and Lee University

  • Advanced estate and financial planning training, Wachovia Bank

Personal & Community

Steve is a member of the Financial Planning Association® (FPA®) of Kentuckiana and the CFA Society of Louisville. He has served on the board of the St. John Center, the Woods of St. Thomas and as an adjunct faculty member at Guilford College, teaching certified financial planner courses to students sitting for the CFP® exam. He is happily married to his wife, Jennifer, and they have four children.

Steve was a collegiate lacrosse player at W&L and enjoys an active lifestyle today, staying busy with family activities and sports.

Phone (502) 290-1905