Viewpoints by Steve L. Deroian
Steve is responsible for growing the firm’s asset allocation model portfolios and exchange-traded fund (ETF) platforms by expanding product reach and brand recognition, pursuing expanded opportunities for existing offerings, developing new capabilities, and overseeing both businesses. Prior to joining the firm in 2016, he accumulated over two decades of industry experience in a variety of roles, including North America product specialist for risk-based investment solutions at Rothschild Asset Management, where he was charged with driving their strategic beta product and sales strategy. Steve spent the majority of his career at Fidelity Investments, where he held several roles in distribution, marketing, and product management. While at Fidelity, he helped build the foundation for the firm’s current ETF and index fund platform as investment product director for ETFs and index funds. Steve earned a B.A. in History from Boston College.
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Building block model portfolios introduce greater flexibility
The benefits of building block model portfolios can help financial professionals achieve greater efficiencies in their practice.
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