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.