Steve Wloszek, CFA, CFP®

Director of Portfolio Risk Management

Steve A. Wloszek joined the firm in 2012.  In his current role, Steve works with the research team and the firm’s investment advisers to implement the firm's investment philosophy by administering and monitoring client accounts in accordance with applicable investment strategies.

Prior to joining Clarkston, Steve served as Research Analyst/Investment Associate for R.H. Bluestein & Company.

Steve holds a Bachelor of Arts, Finance and Commercial Law with a minor in Business Administration from Western Michigan University Haworth College of Business.