J. Stephen Lauck, CFA

Senior Advisor

J. Stephen Lauck, CFA

Years of Experience: 51
Years with Firm: 35

Steve joined Ashfield in 1984 and is a Senior Advisor to the firm. Steve previously served as Vice President  at BA Investment Management (San Francisco), where he managed large pension plans. Prior to that,  he was head of Bank of America’s Capital Counseling Services in Los Angeles and managed accounts  for individuals as well as selected pension and profit sharing plans. Steve holds the Chartered Financial  Analyst (CFA) designation and earned his bachelor’s degree in Business Administration from the  University of Arkansas and an MBA from the University of Southern California. From 1967 to 1969,  Steve served as an officer in the United States Navy. He is currently a member of the Dean’s Advisory  Board of the Sam M. Walton College of Business of the University of Arkansas.