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Steve Mayhew, CFA, CPA, CFP®

Senior Vice President and Chief Investment Officer

Steve Mayhew served as senior vice president for Capital Analysts before joining Lincoln Investment, where he was instrumental in setting asset allocation strategy. In 1986, he developed a proprietary strategic analysis program that rates mutual funds for consistency, risk, market cycle and long-term performance. The program is still used today.

Steve is a former chairperson for the Financial Products Advisory Council of the Financial Planning Association and has served as an arbitrator for FINRA. He earned a bachelor’s degree from Pennsylvania State University, and an MBA from Drexel University. He is also a graduate of the Securities Industry Institute Program at the Wharton School of the University of Pennsylvania.

Factoids and Interests
  • 36 years industry experience

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