Steve Howe joined VFG in 2018 as the Firm’s Onboarding Manager to support the Firm’s continued growth and the new advisors joining the Firm. Based on Steve’s nearly 20 years in the industry and expansive knowledge and experience, he brings a passion for supporting advisors and their practice, while always looking to improve processes and the end user experience.
Steve has held various advisor facing positions, most recently, interim Chief Compliance Officer, Director of Operations where he was responsible for managing the day-to-day of the Operations Department and ensuring the highest level of customer service for our Advisors.
He holds multiple FINRA licenses and has extensive background working with independent Registered Investment Advisors (RIA), Broker Dealers (BD), Qualified Plan/TPA, Insurance, and Corporate Trust services coupled with his understanding of back-office operations, custodial processes, securities data aggregation, financial planning, and customer relationship management (CRM) systems and technologies provide a great resource for the firm.
Steve holds a Bachelor’s degree from The University of Vermont and a Master’s degree from Boston University. In his personal life, Steve enjoys spending time with his family and can often be found on the sidelines watching his boys play lacrosse, soccer, and basketball. When not on the field, Steve and his family can be found traveling, on their boat, or simply enjoying the outdoors.
Steve’s KOLBE A™ INDEX is 7724, which measures the instinctive ways you take action when you strive.
His Strengths are Maximizer, Achiever, Responsibility, Relator and Focus.
