Portfolio Manager
Steve Block, CFA, co-manages Phocas Financial Corporation's U.S. Large Cap Value Equity and U.S. Small Cap Value Equity strategies. From 1996 to 2005, Steve worked with Bay Isle Financial, LLC ("Bay Isle"). In addition to his position as Senior Portfolio Manager for private clients, he was co-Portfolio Manager of Bay Isle's Large Cap Value Equity institutional strategy. Steve was also the Portfolio Manager of the firm's Dividend Capture strategy.
Steve conducted the majority of Bay Isle's large cap value equity research, and was responsible for all non-REIT equity recommendations to Bay Isle's high net-worth clients. In addition, he helped define investment policies, recommended investment strategies, and educated the firm's private client Portfolio Managers on the markets, economy, and future directions.
Prior to joining Bay Isle, Steve served as Senior Financial Analyst for two years in M&T Bank's corporate finance department. In addition, he spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company.
Steve received his M.B.A. from the University of Michigan's Ross School of Business in accounting and finance. He received his B.A. in Quantitative Economic Decision Science from University of California, San Diego. Steve holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.