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Steven Dufek |
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Portfolio Management Associate
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Steve has over ten years of financial experience, primarily in brokerage operations, specializing in equity, option, and fixed income trading. He attended the University of Cincinnati and majored in accounting. Steve holds the Series 8, 7, and 63 NASD licenses. The Series 8 designates an Options and Municipal Supervisor.
Steve is responsible for communicating with Fidelity and Schwab (RCA's custodians) and RCA's broker-dealer (Concord Equity), on-going maintenance of our client portfolio accounting system, investment performance calculations and the integrity of research and trading information communicated to our clients.
When relaxing and taking it easy, Steve enjoys life with his wife Mary and their five wonderful children, Katie
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