As Managing Director and Chief Investment Officer, Steve Simpson oversees Veratis’ investment selection process and ongoing investment monitoring efforts.  Steve understands that in order for the investment team to make consistently solid recommendations to clients, they must perform exhaustive research, and then get their heads above the clouds to summarize their thoughts and determine the correct path forward for clients.

Steve also developed the firm’s client reporting system.  This reporting provides Plan sponsors with detailed investment information in a concise, understandable format, so they can make prudent decisions for plan participants.  Steve is a passionate educator and is equally passionate regarding the independence and impartiality of the firm’s investment efforts.

He is a frequent speaker for professional continuing education programs where he presents unique and refreshing views of how the investment industry has evolved, and provides company executives valuable information enabling them to make sound investment decisions for their organization’s retirement plans.  He shares his knowledge of investing, as well as the firm’s independent research and analysis of investment patterns and investor behavior in Veratis’ Quarterly Newsletter, a periodical for plan participants. 

After graduating from East Carolina University with a degree in Finance, and a concentration in Asset Management and Estate Planning, Steve joined a national bank where he was rapidly promoted.  He then joined a private fee only investment firm where he applied his passion for investing by providing investment advisory services to the firm’s high net worth clientele.  Seeing a need for independent investment advice at the institutional level, he worked to develop a division of the firm focused on qualified retirement plans.  The acquisition of that division resulted in the founding of Veratis in 2001.