Steven W. Fisher, CFA®

Steven W. Fisher is a Senior Advisor at MIM.

Steve has managed equity and fixed income portfolios for institutional and individual clients for over 45 years, beginning his career in 1971 as a Stock Analyst and Portfolio Manager with Lincoln National Bank in Indiana. He joined NewCrest Advisors, then operating as MH/Edie Investment Counsel, in 1982. At NewCrest, Steve functioned as a Senior Portfolio Manager and served as Managing Director and President of the firm. Prior to that, Steve was a Portfolio Manager and Stock Analyst with the First National Bank of Atlanta. While at First National Bank of Atlanta, he took on the additional role of managing fixed income portfolios.

Steve holds a BS degree from Purdue University and an MS in Business Administration from Indiana University.  He holds the Chartered Financial Analyst® designation* and is a member of CFA Society Atlanta.

* The Chartered Financial Analyst® (“CFA®”) designation is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charterholder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor's degree.