Stephen Warren joined our Wealth Management practice in 2018 after beginning his career in public finance and consulting. During that time, he worked closely with top financial institutions, gaining experience across a broad range of fixed income transactions.
As Director of Investments & Co-Chief Investment Officer, and a member of the firm’s Investment Committee, he provides firm-wide investment oversight and helps guide the strategic and tactical management of client portfolios. He also plays a central role in refining the firm’s investment philosophy and overseeing key research initiatives.
Stephen earned a Bachelor of Arts in Business Administration with a Finance major from Washington State University.
Based in Seattle, WA, Stephen enjoys an active lifestyle and makes the most of all the Pacific Northwest has to offer. He spends his free time on the golf course, playing basketball with friends, or enjoying the outdoors with his family along the Puget Sound.
Stephen is an Investment Adviser Representative of Causey Wealth LLC. Additional information is available here.