Steve Howe joined VFG in 2018 as the Firm’s Onboarding Manager and assumed the role of Director of Operations in January 2022. Steve is responsible for managing the day-to-day of the Operations Department and ensuring the highest level of customer service for our Advisors.
Steve’s prior experience as the Firm CCO & Onboarding Manager make him a natural fit to lead the day-to-day of the Operations Department with his diverse background within the industry. He brings a passion for supporting advisors and their practice, while always looking to improve processes and the end user experience.
As a well-seasoned financial services professional, Steve possesses an innate ability to oversee back-office operations, manage custodial processes, and champion client-advisor relationships. Steve brings to Vanderbilt an extensive background working with independent Registered Investment Advisors (RIA), Broker Dealers (BD), Qualified Plan/ TPA, Insurance, and Corporate Trust services. Steve is knowledgeable with securities data aggregation, financial planning, and customer relationship management (CRM) systems and technologies. Previously, he was the Director of Operations and Compliance at 3-Dimensional Wealth Advisory. Steve holds a Bachelor’s degree from The University of Vermont and a Master’s degree from Boston University.
In his personal life, Steve enjoys spending time with his family and can often be found on the sidelines watching his boys play lacrosse, soccer, and basketball. When not on the field, Steve and his family can be found traveling, on their boat, or simply enjoying the outdoors.
Steve’s KOLBE A™ INDEX is 7724, which measures the instinctive ways you take action when you strive.
His Strengths are Maximizer, Achiever, Responsibility, Relator and Focus.
