Steve Mayhew, CFA, CPA, CFP®

36 years industry experience

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 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.