
Steven Downey, CFA, CMT, MBA
Head of Investment Management
Steven Downey is the Head of Investment Management at Fundament Capital, where he has overseen the firm’s investment team since 2023. With over a decade of experience across wealth and institutional management, Steven leads the development of multi-asset portfolios, short-term trade ideas, and tailored investment strategies for high-net-worth individuals and family offices.
Steven began his career as a securities broker at Charles Schwab, where he advised clients through complex market conditions and developed a deep understanding of investor behavior and economic cycles. At Holborn Assets, he refined his portfolio construction approach and earned a reputation for maintaining client trust during volatile periods, including the COVID-19 pandemic.
Known for his steady leadership, client-first mindset, and ability to navigate uncertainty, Steven brings a disciplined, strategic approach to portfolio management. At Fundament, he continues to drive performance through thoughtful investment processes, deep research, and collaborative execution.
Education
- MBA | London Business School
- BA in Finance | University of Texas
Licenses & Certifications
- CFA Charter-holder | Chartered Financial Analyst Institute
- CMT Charter-holder | Chartered Market Technician Association