Steve McCabe is a wealth management financial advisor based in Boston.
Steve provides wealth management and investment advisory services to individuals, families, and institutions. He works to preserve and protect financial assets in a prudent and tax-efficient manner.
He joined the firm in late 2024, when Boston Financial Management became CAPTRUST.
His prior experience includes roles as senior portfolio manager and director of equity research at Nixon Peabody, LLP, as well as vice president and senior global equity analyst at Loomis, Sayles & Company.
Steve has also held equity analyst roles across different firms.
He earned a Bachelor of Science degree in marketing from Babson College and a Master of Business Administration degree from Boston University, with a concentration in finance.
Outside of work, he volunteers in his community and enjoys spending time with his wife Beth, his son Stephen, and his daughters Emerson and Adeleine, either coaching or watching their sports and activities.
Education
- Bachelor of Science, marketing, Babson College
- Master of Business Administration with a concentration in finance, Boston University
Industry Designations
- Masters of Business Administration
Memberships
- Member, Winchester Youth Baseball and Softball Board
- Member, Winchester Town Meeting