Steve Low is an experienced finance and investment professional with a diverse background in sales and product solutions, client relationships, and credit analysis. Throughout his career, he has interacted with individual clients, affluent and high net worth clients, business owners, and c-level executives. Steve has expertise in fixed income, equity, and alternative asset classes, and has been a CFA charterholder since 2013. He has held various roles at Wells Fargo, including investment manager, investment strategist, investment management specialist, credit analyst, relationship specialist, business associate, and licensed financial specialist. Steve also worked as a personal banker at JPMorgan Chase and as an associate at World Financial Group (WFG). Currently, he serves as an investment portfolio manager at PlainsCapital Bank and is a former member of the CFA Society of Dallas - Fort Worth. Steve holds a bachelor's degree in Philosophy from The University of Dallas and has studied at Sanderson HS and Schweser CFA Prep.