Stephen M. duBarry, CFA

Stephen M. duBarry, CFA, is an investment advisor representative focused on helping clients define and achieve their financial goals through personal financial planning and prudent investment management. In 2006, Stephen graduated summa cum laude from the University of Kentucky with degrees in finance and computer science. Upon graduation, he joined Stewardship Partners, a registered investment advisory firm headquartered in North Carolina. Stephen became a Chartered Financial Analyst charterholder in 2010, earning a credential that is one of the most respected and recognized investment management designations in the world. He currently manages a family of quantitative equity strategies based on academic financial markets research.

Stephen lives in Olmstead, Kentucky, with his wife Natalie and their three sons Joseph, Matthew, and James. He is an active member of Olmstead Baptist Church.