Portfolio Analyst

Steven Szikszay

After obtaining a Bachelor’s in Finance and Economics from Florida State University, Steven began his professional career as a plan administrator with a 401(k)-retirement planning company in Jacksonville, FL. As a plan admin, he provided administrative services including plan design, compliance oversight and testing, and government filing. Steven also spent 2 years with The Newport Group as an investment analyst on the Asset and Liability Management team. He played a key role in the execution of asset management strategies for corporate and institutional clients. Steven recently passed his Series 65 exam, and is now a certified Investment Advisor Representative with Sound Income Strategies.