Stephen Poulos

Portfolio Manager and Partner

Steve has over 25 years of investment management experience. He has held positions as a stock analyst, chief of Trust Investments at Maine National Bank, and portfolio manager with several investment advisory firms in Baltimore and Portland. He holds a B.A. from Johns Hopkins and an M.B.A. from Loyola College. He earned his Certified Public Accountant designation and is a member of the Maine Society of CPAs. He has served on many non-profit boards, including serving as president of the Pine Tree Society. Steve’s interests include antique cars, history and jazz music.