Chief Investment Officer & Partner
STEVEN P. BARTH, CFA, CPA, is a partner and serves as Chief Investment Officer. Mr. Barth joined Infinity in 2013, has over 25 years experience in the investment management field and is a member of the firm’s Investment Committees and Executive Committee.
As CIO, he is responsible for implementing the strategic direction of the firm as developed by the Executive Committee. As a member of the Investment Committees, Mr. Barth is responsible for executing the investment policies of our funds. Prior to Infinity, he was President and Chief Investment Officer for BT Wealth Management where he led the Investment Committee and implemented the investment policy for clients’ portfolios. Prior to founding BT Wealth, he worked for Earnest Partners, was a Portfolio Manager and Research Analyst for Crawford Investment Counsel, and as an associate for Homrich & Berg, Inc.
Mr. Barth started his career as a tax consultant for Deloitte & Touche and holds a B.S. and a Master of Accounting from the University of Florida. He is also a Chartered Financial Analyst and Certified Public Accountant.