Stephen T. Warren

Wealth Management

Stephen Warren, Portfolio Manager, joined Causey in 2016. Stephen began his career with our Management Consulting group where he specialized in municipal refunding and commercial defeasance transactions. In 2019, Stephen joined our Wealth Management group as a Senior Analyst and a member of the Investment Committee. In 2021, Stephen stepped into the role of Portfolio Manager where he today focuses on investment strategy development. Stephen also oversees trade execution and the implementation of advanced financial planning strategies for our client base. Prior to joining Causey, he earned a BA in Business Administration, Finance Major from Washington State University.

Based in Seattle, WA, Stephen finds joy in both recreation and family time. Whether he's spending time on the golf course or shooting hoops with friends, he embraces an active lifestyle. He also cherishes moments spent with family by the shores of the nearby Puget Sound.