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Steven Goode, CFA®

Steven Goode, CFA®

Senior Portfolio Manager, Logix

(513) 861-2000

steven.goode@logixsv.com

Steven Goode is the Senior Portfolio Manager of Logix Smart Value Dividend, a U.S. dividend equity strategy with a track record spanning more than two decades. In his role, Steven leads stock selection using the firm’s proprietary research methodology and serves as a member of GFP Private Wealth’s Investment Committee. He works directly with clients on portfolio implementation and supports the firm’s due diligence efforts across investment strategies.

Steven began his career as an investment banker specializing in mergers and acquisitions at Alex. Brown, Smith Barney, and SG Cowen before transitioning into equity research and long/short portfolio management roles. His investment management experience includes positions at hedge funds and asset management firms such as Newland Capital Management and John A. Levin & Co. Prior to joining GFP Private Wealth, Steven managed an equity portfolio and advised a family with commercial real estate holdings and diversified investments across public and private markets.

Steven lives with his wife and three children in suburban New York. Outside of work, he enjoys coaching youth sports and spending time with his family.

Education & Credentials

Chartered Financial Analyst® (CFA®)

Master of Arts (MA), International Economics, with honors, Johns Hopkins University

Bachelor of Arts (BA), Economics, with honors, Northwestern University