People

         

Steward Capital Management is made up of several talented individuals. They are as follows:

Investment Professionals

Anmar K. Sarafa, CFA, CIC is the Chief Investment Officer of Steward Capital Management (SCM). His primary responsibility is portfolio management for both institutional and high net worth client accounts. He also conducts securities analysis, oversees marketing/sales, and works with broker/consultants in offering SCM's investment management services to clients. Mr. Sarafa makes the primary decisions regarding the firm's investment strategy, services provided, and policies and procedures. Mr. Sarafa is a member of the Financial Analysts Society of Detroit and a member of the Assoc. for Investment Mgmt. and Research.

Mr. Sarafa earned a B.B.A. - Marketing ('82) and an M.B.A - Finance ('86) from the University of Michigan (Ann Arbor). He is a NASD and NYSE Registered Securities Rep. ('87) and a Chartered Financial Analyst ('90). asarafa@stewardcapital.com

 

Haithem K. Sarafa - Managing Director SCM, Birmingham. Mr. Sarafa's primary responsibility is the management of all of SCM’s daily operations. This includes: legal, accounting, tax issues, management information systems, personnel and facility management. He also handles portfolio management for assigned high net worth individual client accounts. Prior to becoming SCM's Managing Director, Haithem was an Investment Representative for SCM for two years.

Mr. Sarafa earned a Juris Doctorate from University of Detroit ('85), and a B.B.A ('79) and M.B.A. ('82) from University of Michigan (Ann Arbor). hsarafa@stewardcapital.com

Administration

Cheryl Clift, cclift@stewardcapital.com

Leah King , Account Administrator, is responsible for portfolio administration and accounting, Depository Trust Corporation interface for trade confirmations and monthly procedures. She also provides support to Haithem Sarafa. Leah has been with Steward Capital Management since 2004. lking@stewardcapital.com

Joan Parker, Receptionist, came to Steward Capital Management from a major retail corporation in March, 1998. In addition to Joan's receptionist responsibilities she also assists in the day-to-day administration of client accounts. jparker@stewardcapital.com

Controller

James Larges, Controller, maintains all financial and accounting aspects of Steward Capital Management. Jim earned a Bachelor of Science in Business Management from Oakland University, Rochester, MI. Jim began with SCM in December, 1992. jlarges@stewardcapital.com

Management Information Systems

Joseph Osberger - Director, Management Information Systems, is responsible for Steward Capital Management's computer systems and web site. This includes SCM's portfolio management-trading systems and all external data sources. Joe earned a Bachelors degree from Lake Superior State University and has been with Steward Capital Management since April, 1988. josberger@stewardcapital.com