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John Stieven, Sr., CFA, CFP®

Vice President
Senior Portfolio Manager

7707 Forsyth Blvd
St. Louis, MO 63105
(314) 725-9055
Email John

John has more than 14 years of investment management experience along with an additional 17 years as a financial management educator. He served as a Senior Portfolio Manager for AG Edwards Trust Company. He continues to serve as an adjunct Full Professor at several St. Louis colleges, and is a retired Lieutenant Colonel from the U.S. Air Force. John’s ability to design, implement, monitor, and make appropriate changes to investment portfolios helps his clients reach their unique goals and objectives.

Education and Certifications

  • Chartered Financial Anaylst (CFA)
  • Certified Financial Planner™ Professional (CFP®)
  • Master of Science in Operations Research, Air Force Institute of Technology
  • Master of Science in Administration, Central Michigan University
  • Missouri Life and Health Insurance Licensed

Interests and Activities

John is an active member of the St. Louis Chartered Financial Analyst® Society and is a member of the Board of Directors for the Fisher House Foundation.

You might also find him tending his bee hives, as John is also a beekeeper, believing in the benefits of “pure honey.”