ENDURING VALUE. CONSISTENT PROFITABILITY.

PARVIN TEAM
Our team averages over 25 years of financial services experience, reflecting a combination of portfolio management, investment banking, marketing and capital markets expertise.

INVESTMENT TEAM

J. Steven Smith, CFA®
Managing Director, Portfolio Manager


Steve is the founder of Parvin Asset Management and lead manager for all strategies. Including his present role, Steve has compiled more than 40 years of experience in banking, securities analysis, corporate valuation and portfolio management as an investment committee member at Nuveen in Radnor, PA; investment banker at Morgan Stanley and Lehman Brothers; and Treasurer of Harman International.

Steve received his BA in Economics from Williams College and earned an MBA from the Tuck School of Business at Dartmouth.

INVESTMENT TEAM

Richard P. Preston
Director, Capital Markets


Rick has responsibility for marketing the firm’s investment services and assisting with portfolio management efforts. He has been involved in the securities industry for more than 30 years, most recently as First Vice President at Wells Fargo Advisors and as Manager of the First Union Securities office in Augusta, GA. He continues to serve as a FINRA Registered Arbitrator.

Rick is a lifelong tennis player. He won an SEC doubles title at the University of Tennessee and was recently U.S. champion in the National Court Tennis Association 60-year-old age group. From 2004 to 2014, he served as President of the Aiken Tennis Club.

OPERATIONS TEAM

Randi B. Bowe
Director, Communications


Randi is responsible for communications and client service efforts at Parvin. She manages internal marketing and sales initiatives along with new accounts. Previously, Randi worked in marketing and communication roles for Lord Abbett, an equity and fixed income investment management firm, and for Dow Jones, a publishing and financial information firm parent company of The Wall Street Journal, Barron’s and MarketWatch.

Randi received her BA in Business Marketing from Brock University in Ontario, Canada and earned a Certificate in Graphic Design and Advertising from the Parsons School of Design in New York.

OPERATIONS TEAM

Wanda M. Stewart
Office Manager


Wanda manages portfolio accounting operations, quarterly client reports, books and records, and other administrative functions, and also serves as liaison with the Firm’s portfolio accounting consultants and regulatory compliance advisors. Previously, she managed bookkeeping for St. Mary’s Episcopal Church and worked in the accounts receivable department at the Worcester County, MD Treasurer’s Office.

Wanda is a native of Pocomoke City, MD. Active in the community, she contributes her time as a board member of the Mar-Va Theatre Performing Arts Center and as Treasurer of the Remson United Methodist Church Ladies Aide Society.

ENDURING VALUE. CONSISTENT PROFITABILITY.
SECURITY FROM GREAT COMPANIES AT GREAT VALUES.

Managing risk is a critical aspect of any investment process. The preservation of capital is an important goal at Parvin,
but there is no guarantee against loss since risk is inherent in any capital allocation decision.
All portfolios are held by independent custodians.