Stephan Cassaday Biography
Stephan Cassaday '76, Keynote Speaker
Bachelor of Science in psychology, minor in business
Steve Cassaday has been advising investors professionally since November of 1977. He has held senior and/or management positions with several major New York Stock Exchange member firms. In 1993 Steve abandoned the traditional Wall Street brokerage model and started Cassaday & Company, Inc. in order to provide comprehensive integrated wealth management services to investors seeking independent, objective and impartial guidance. As of April 1, 2017 Cassaday & Company, Inc. has 43 employees and manages $2.1 billion on a discretionary basis for over 1,400 households throughout the United States.
A recognized industry thought leader and sought after speaker, Steve has given over 1,000 public presentations on investments, financial planning, business management, career and personal development and productivity, regularly addressing others in the industry and academia as well as speaking before corporate gatherings, associations, community groups and at public seminars.
Cassaday & Company, Inc. has been quoted, mentioned or featured in many daily newspapers as well as every major business and finance publication in the United States. Steve's articles and editorials appeared in the Washington Business Journal from 2009 through 2013.
Steve has appeared on national TV including interviews on the CBS Evening News with Dan Rather, It’s Your Business, Nation’s Business Today, Fox News Network’s “Fox on Money,” The Nightly Business Report and local network affiliates among others.
Steve is a Certified Funds Specialist (CFS) and Certified Financial Planner, CFP® professional who served on the Board of Directors of the Financial Planning Association (FPA) of the National Capital Area, having completed terms as President and Chairman of that organization. In 2003, Steve received the FPA Leadership Award for outstanding service to the profession.
Married for over 33 years, Steve and his wife Mary, live in Reston, Virginia. Their three sons, Chad, Kyle and Chris, are all employed at Cassaday & Company, Inc.