TEAMS +
- Leo J. Kelly III
- Matthew S. Moore
- Susan Insley
- Charles S. Holt
- Cristina McCarthy
- Brian J. Grumbach
- Richard M. Rosa
- Thomas J. New
- Stephen Thacker
- Brian Sabo
- John Morgan
- Meg Sheil-Puopolo
- Avery A. Prkna
- Noel LaMontagne
- Megan Horneman
- Kevin M. Cuff
- Michele Welsh
- Jason M. Edelson
- Michael R. Hoffman
- Matthew Andrulot
- David Nelson
- Shane Twomey
- Debbie Berlin
- Laura Kreutzfeldt
- Annie McCann
- Courtney Hoyes
- Kevin Landolphi
- Reid Barger
- Lucas R. Belanger
Stephen ThackerCIMA®
Managing Director, Partner
Contact:
410.828.5533
Education:
Virginia Military Institute, BS in Civil Engineering
Honors:
Top Money Managers 2013
Steve is a Managing Director and Partner at Verdence. Licensed as a Certified Investment Management Analyst CIMA®, he has the credentials to provide 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 over 16 years.
Get to know Steve!
If I was 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 invite:
“My wife’s father, I never met him”
News story headline about my life:
“Great Husband and Father”
