As a Portfolio Manager, Steve Indiveri brings more than 18 years of investment experience to help clients thoughtfully steward their capital and build portfolios that support their long-term success. Steve oversees household allocations to ensure portfolios reflect each client’s objectives, maintain an appropriate risk‑return balance, and align with the firm’s current investment views. 

Before joining Credent, Steve most recently served as a Portfolio Manager at Northern Trust Asset Management, where he managed multi‑manager equity funds, conducted investment due diligence, and monitored investment strategies. He previously held roles focused on portfolio construction, manager research, asset allocation, and investment program oversight for institutional and private clients.  

Steve holds a degree from Roger Williams University and earned both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst^SM designations. He is an active member of the CFA Institute and the CFA Society of Dallas–Fort Worth. Outside the office, Steve enjoys staying active, traveling, and spending time outdoors with his wife, two children, and their husky.  

“What I like most is the connection between portfolio decisions and real client outcomes — there’s a clear line between the work we do and the impact it has on their future.” 

What are you most proud of?  

I am most proud of my family. They are my greatest source of motivation, perspective, and purpose, and they remind me every day of what matters most. 

What’s the best trip you’ve ever taken? 

Some of my best trips have been traveling across Europe with my wife. We’ve had the opportunity to experience incredible places like Italy, Spain, France, Croatia, and Greece. 

What’s one thing you’ve always wanted to do?  

One thing I have always wanted to do is take a guided cycling trip through the Dolomites, combining challenging rides, mountain scenery, great food, and the chance to experience northern Italy in a more active and immersive way.