Guelich Capital Management LLC
Vice- President Portfolio Management
Steve Guelich is Vice President of Guelich Capital Management LLC. Steve is Connie’s son and he joined the firm upon graduation from college in 1998. He specializes in market analysis and investment strategies for our clients. Steve is a devoted student of the market, spending most of his time in analysis and evaluation of investments and risk management strategies.
Steve earned his Bachelor of Arts degree from The College of William and Mary in 1998.
He holds the following professional licenses and designations:
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Investment Advisor Representative – Series 65
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Advanced Training Institute – Technical Market Analysis – Dorsey Wright and Associates, Richmond, VA.
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IRA Rollover and Distribution Training – E. Slott & Company IRA Specialist
Steve and his wife, Susan, reside in Roanoke and they have two children, Samuel and Stella. When he is not studying the market, Steve enjoys time with his young family, music, traveling, and reading.
