Steve Giacobbe, CFA®, CFP®

Steve is a Senior Financial Advisor and Partner at MCF, based in Louisville. He is a CFA® Charter holder and a CERTIFIED FINANCIAL PLANNER™.  He also holds an MBA from the University of North Carolina Greensboro and a BA in Economics from Washington and Lee University.

Before joining MCF, Steve was the Chief Investment Officer and a founding partner of Accredited Wealth Management (AWM).  Prior to founding AWM, Steve served as the Chief Investment Officer of a local Trust Company in Louisville and prior to that as the Chief Investment Officer and a Partner of a Registered Investment Advisor firm in Greensboro, NC.

Steve is a member of the Financial Planning Association of Kentuckiana and the CFA Society® of Louisville.   He has served on the board of the St. John Center and The Woods of St. Thomas and currently volunteers his time at Dare to Care in Louisville.  Steve and his wife Jennifer have four children and they enjoy an active lifestyle, staying busy with family activities, sports and travel.