Steve Mayhew is the Senior Vice President and Chief Investment Officer at Lincoln Investment, where he is instrumental in setting asset allocation strategy. He holds CFA, CPA, and CFP® designations and is a graduate of Penn State, with an MBA from Drexel University and professional education from the Wharton School.
His long-standing affiliations with Pennsylvania institutions, including Penn State, Drexel, and Wharton, suggest a strong connection to the states academic and professional communities. People who have worked with him describe him as a knowledgeable and highly skilled financial services executive.
In 1986, he developed a proprietary strategic analysis program for mutual funds that is still in use today.
Steve Mayhew
Senior Vice President Investment Management & Research at Lincoln Investment/Capital Analysts
Fort Washington, Pennsylvania, United States
Overview
Topics They Care About
Asset Allocation
As Chief Investment Officer, he is instrumental in setting the asset allocation strategy for Lincoln Investment and has over 36 years of industry experience.
Investment Analysis
Developed a proprietary program for rating mutual funds based on consistency, risk, and performance, which is still utilized by his firm.
Financial Planning
He is a former chairperson for the Financial Products Advisory Council of the Financial Planning Association and holds a CFP® designation.
Media Appearances
Steve has no verified media appearances
Work History
7-1986
Senior Vice President Investment Management & Research at Lincoln Investment/Capital Analysts
Education
Education details unavailable from Penn State University
1982 - 1984
MBA from Drexel University
More Information
Social Presence :
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Location : Fort Washington, Pennsylvania, United States
Job Level : Leadership
Designation : Senior Vice President Investment Management & Research at Lincoln Investment/Capital Analysts
