Steve Holwerda, CFA

Steve Holwerda, CFA

Managing Director 

Steve Holwerda, CFA, joined Goldman Shelby in 1989 and serves as managing director of the firm. Steve is a portfolio manager with clients concentrated in Portland, Vancouver, Eugene and Medford.

Prior to joining Goldman Shelby, Steve was a regional director for the University of Oregon athletic department and a national director for the NCAA Volunteers for Youth. Raised in South Dakota, he earned his B.S. in economics from South Dakota State University and an M.B.A. from the University of Oregon. He is a member and past president of the Chartered Financial Analysts Society of Portland.

Steve has served as president or chairman for numerous community and nonprofit boards including the University of Oregon Foundation, Portland Business Alliance, Portland Golf Club and Boys and Girls Club of Portland, among others. He was awarded the William S. Naito Service Award in 2014 by the Portland Business Alliance for community leadership. Presently, he serves as a board member of the Portland Art Museum and as trustee and vice chairman on the University of Oregon’s governing board following his appointment by Governor Brown in 2021.

Steve grew up in South Dakota but has been an Oregonian since 1985. He and his wife, Kasey, live in Lake Oswego and have three grown children. He enjoys college athletics, golf, hunting and collecting antique mechanical banks.