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Steve Giacobbe Location
Louisville, KY, US
Steve Giacobbe Work
Senior Financial Advisor and Partner @ (December 2025 - Present)
Founder and Chief Investment Officer @ Accredited Wealth Management (May 2014 - December 2025)
Board Member @ (January 2014 - January 2016)
Chief Investment Officer @ (September 2006 - May 2014)
Adjunct Faculty Member @ The College for Financial Planning (January 2002 - January 2006)
CIO and Partner @ SFSG (January 1995 - January 2006)
Trust Officer @ Wachovia (January 1992 - January 1995)
Steve Giacobbe Education
University of NC Greensboro
MBA (Finance)
1990-1992
Washington and Lee University
Bachelor of Arts - BA (Economics)
1983-1987
Steve Giacobbe Skills
Alternative Investments
Asset Allocation
Asset Management
Banking
Derivatives
Equities
Estate Planning
Financial Analysis
Investment Management
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Securities
Valuation
Wealth Management
Microsoft Office
Strategy
Research
Steve Giacobbe Summary
Steve Giacobbe, based in Louisville, KY, US, is currently a Senior Financial Advisor and Partner at MCF. Steve Giacobbe brings experience from previous roles at Accredited Wealth Management, St. John Center for Homeless Men, Commonwealth Bank & Trust and The College for Financial Planning. Steve Giacobbe holds a 1990 - 1992 MBA in Finance @ University of NC Greensboro. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Banking, Derivatives and more. Steve Giacobbe has 2 emails and 1 mobile phone numbers on RocketReach.
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