Stephen Warren joined Causey in 2016 as a Management Consultant, became a Senior Analyst in the Wealth Management Department in 2019 and a manager in 2021. His career experience includes working with high net worth individuals and families, financial institutions, non-profit foundations, and state and local governments in a variety of areas including portfolio management, investment research, verification studies, and municipal bond consulting. He is a member of the Firm’s Investment Committee and oversees the implementation of the Firm’s investment models. Stephen holds a BA in Business Administration, Finance Major degree from Washington State University.