Steve Giacobbe, CFA, CFP®

Managing Partner | Chief Investment Officer

Steve Giacobbe, Chartered Financial Analyst and Certified Financial Planner, is a Founding Partner of Accredited Wealth Management. He is a renowned expert in investment management and wealth planning and has spoken to numerous groups and written extensively on topics such as:

 

  • How to invest in a low yield world
  • All weather stock selection: how to pick great stocks
  • Real estate and illiquid assets
  • Total return approach to retirement income

Steve previously worked as the Chief Investment Officer for Commonwealth Bank & Trust where he oversaw the management of $1.4 billion in assets. At Commonwealth he led the firm's investment committee and directed the firm's global asset allocation decisions. He also created and managed the firm's core stock investment strategies and products. His work led the firm to excellent results and all-time highs in assets under management. Working with the firm's largest and most complex family relationships and charitable endowments, he developed skills in growing, managing and transitioning assets to multi-generations.

Prior to working at CB&T, Steve was a Partner and Chief Investment Officer for one of the most successful independent wealth management firms in North Carolina, Stearns Financial Group. He developed and managed all of the firm's investment strategies and worked closely with the financial planning group to develop comprehensive wealth management services. He is very experienced at running an independent advisory firm and has acquired extensive technical skills in financial planning and holistic wealth management.

Steve received his BA in Economics from Washington and Lee University and his MBA in Finance from UNC Greensboro. He also received advanced training in estate and financial planning while starting his career at Wachovia Bank. Steve holds the Chartered Financial Analyst and Certified Financial Planner designations. He also served as an adjunct faculty member at Guilford College, teaching certified financial planner courses to students sitting for the CFP exam. Steve is a member of the Financial Planning Association® (FPA®) of Kentuckiana and the CFA Society of Louisville, and serves on the board of the St. John Center.  Steve was recently selected by Louisville Business First as one of the Twenty People to Know in wealth management.  

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