- Mark E. Amberg
- Matthew Andrulot
- Reid Barger
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Brad Coppel
- Alexis Corbitt-Fennekohl
- Kevin Cuff
- Jason Edelson
- Brian J. Grumbach
- Emily Hogan
- Charles S. Holt
- Megan Horneman
- Susan Insley
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Annie McCann
- Nancy McColgan
- Billy McMullen
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Spencer Patton
- Matthew Pietzak
- Avery A. Prkna
- John Ramos
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Gennadiy Todd
- Michele Welsh
- Kelly Wright
- Andrew 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”