Steven Holten is responsible for coordinating components of our investment department. He assists in building and maintaining customized portfolio solutions, performing investment research and due diligence, and participates in our monthly investment committee meetings. Steven applies his analytical background toward helping clients' financial plans succeed.
Before formally joining Burkholder & Associates, Steven interned for Burkholder & Associates in both the summer and winter of 2018. During his internship, Steven helped prepare for client reviews, performed investment analysis, entered data into financial models and attended client meetings.
Steven recently graduated from York College of Pennsylvania in York, PA where he earned a degree in Finance (Accounting minor).
Steven is currently pursuing the Series 7 and 66 securities licenses and plans to subsequently study for the CERTIFIED FINANCIAL PLANNER™ certification.