Client Portfolio Manager
“We never lose sight of why our clients chose us. That commitment to deliver on our promise guides the investment decisions that are made and our day-to-day engagement.”
Steve Loncar is a managing director and client portfolio manager with Ceredex Value Advisors. Mr. Loncar’s primary responsibility is to ensure that Ceredex clients, prospects, consultants, and internal partners have current information on the firm’s value strategies. In addition, he participates in new business initiatives, reviews and analyzes investment strategies, and contributes to the firm’s overall sales and marketing efforts.
Mr. Loncar joined Ceredex in 1997, initially starting as a portfolio administrator with its predecessor firm, Trusco Capital Management. During his tenure with the firm, he has held several positions, including performance analyst, equity analyst for a mid-cap equity fund and the classic value team, and director of the key account-financial intermediary team.
Mr. Loncar earned a B.S. in finance from Florida State University and an M.B.A. from Rollins College. He began his career in the investment industry in 1997.
Mr. Loncar enjoys playing golf, watching his daughters play soccer, and traveling with his family.