Focus
Steve Wilson serves as Portfolio Manager and Director of Investment Strategy at Carve, where he brings over 30 years of experience in building tailored investment strategies. His role centers on delivering thoughtful and disciplined portfolio management, with a keen focus on aligning investments with client priorities. Steve values collaboration and takes pride in working alongside a team of talented professionals and dedicated clients, creating an environment where success is shared.
Education, Awards & Credentials
- Bachelor’s Degree in Business Administration, UNC Chapel Hill
- CFA® Charterholder
- Former UNC Football Letterman
Outside the Office
Born and raised in North Carolina, Steve enjoys spending time with his children pursuing their shared passions for snowboarding and golf. An avid sports enthusiast, Steve continues to embrace an active lifestyle, whether carving slopes or perfecting his swing on the greens. When he’s not outdoors, he’s often connecting with friends and family or reflecting on his enduring appreciation for UNC athletics.
