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State Directory- Investment ManagementAs CIO, Steve will provide guidance on investment management decisions for the firm, in addition to his role as consultant. Steve earned a BS in geology and an MBA in finance from Hofstra University. He received his CFA Charter in 2013, and is a member of CFAI and NYSSA.
- Mutual FundsSteven Roth joined Dahab Associates in December 2007 and brought with him seven years of investment experience. Steve began his career at American Fund Advisors as an analyst for the John Hancock Technology Mutual Fund. He has also held analyst positions at Kaufman Brothers and Global Securitization Services.
- Accounting Services
- Asset ManagementUsing a 64-core computer and a proprietary asset allocation simulator, we will run hundreds of thousands of potential allocations with your cashflow assumptions and needs. Our consultants will then walk you through their recommendations and determine allocations that best reflect what you need and want out of your portfolio.