Steve Backus Email & Phone Number
Managing Director @ Operose Advisors
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Steve Backus Location
- Milwaukee, WI, US
Steve Backus Work
- 2026 - now Managing Director @
- 2020 - 2026 Senior Vice President - Institutional Client Advisor @
- 2008 - 2020 Vice President - Institutional Client Advisor @
- 2005 - 2008 Assistant Vice President @
- 2005 - 2005 Financial Advisor @
- 2003 - 2004 Client Service Associate @ Strong Capital Management
Steve Backus Education
- University of Wisconsin-Madison
Consumer Science (Personal Finance)
Steve Backus Skills
- Investment Advisory
- Investments
- Asset Allocation
- Tactical Asset Allocation
- Portfolio Management
- Manager Selection
- Risk Management
- Finance
- Strategic Planning
- Senior Living Communities
- Healthcare
- Industry Research
- Series 7
- Series 63
- Series 65
- Wealth Management
- Alternative Investments
- Strategic Financial Planning
- Asset Management
- Securities
- Investment Strategies
- Equities
- Financial Modeling
- Sales
- Microsoft Excel
- Project Management
- PowerPoint
- Management
Steve Backus Summary
- Steve Backus, based in Milwaukee, WI, US, is currently a Managing Director at Operose. Steve Backus brings experience from previous roles at Johnson Financial Group, Ziegler Capital Management, LLC and Morgan Stanley. Steve Backus holds a Consumer Science in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Investment Advisory, Investments, Asset Allocation, Tactical Asset Allocation, Portfolio Management and more. Steve Backus has 1 emails and 1 mobile phone numbers on RocketReach.
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Jason Kausalik
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Amanda Stark
Vice President
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