- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Stephen Thacker
Partner
Steve is a Managing Director and Partner at Verdence. He provides valuable counsel on investment policy, asset allocation, investment manager due diligence, and portfolio management. Prior to working for Verdence, Steve founded Chesapeake Wealth Management, an independent investment-consulting firm and had worked as a Senior Institutional Consultant for Smith Barney for 16 years.
Get to know Steve!
If I were not a financial advisor, I would be a:
“Sports coach”
Best advice from my parents:
“Treat people with respect”
If I could invite anyone, living or dead, for dinner, I would ask:
“My wife’s father, I never met him”
News story headline about my life:
“Great Husband and Father”