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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 @ (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 (MBA, Finance)
1990-1992
Washington and Lee University
Bachelor of Arts - BA (Bachelor of Arts - BA, Economics)
1983-1987
Steve Giacobbe Skills
Portfolio Management
Investment Strategies
Financial Analysis
Valuation
Asset Management
Alternative Investments
Asset Allocation
Investments
Banking
Mutual Funds
Wealth Management
Securities
Investment Management
Equities
Estate Planning
Derivatives
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 MBA, Finance @ University of NC Greensboro. With a robust skill set that includes Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Asset Management and more. Steve Giacobbe has 2 emails and 1 mobile phone numbers on RocketReach.
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