Steven P. Fraser, Ph.D.

Dr. Fraser serves as 7258’s Director of Analysis. In this role, he oversees the firm’s analytics and financial planning processes, conducts /publishes research for the benefit of our clients, and serves on the firm’s Investment Committee.  

Dr. Fraser is currently an Associate Professor of Finance at Florida Gulf Coast University (FGCU) where he teaches investment and portfolio management courses at both the undergraduate and graduate levels.   He has authored numerous articles related to investment and portfolio management that have appeared in academic journals such as The Journal of Wealth Management, The Journal of Investing, and Financial Services Review.  His research interest also includes real estate-related issues, where his work has appeared in journals such as the Cornell Real Estate Review and the International Real Estate Review.

Dr. Fraser is active in the financial planning community in southwest Florida.  He speaks on a myriad of investment-related topics to various community groups.  He often partners with the member-planners of the Southwest Florida Financial Planning Association to provide practitioner-oriented financial planning education for undergraduate students.  He is also a longtime classroom volunteer with Junior Achievement, providing financial literacy education to students in elementary school.

Prior to joining FGCU, Dr. Fraser served on the faculty at the United States Air Force Academy (USAF Academy) where he taught management, finance, and investment courses.  He served in a variety of leadership roles in the Department of Management and earned multiple teaching awards including the USAF Academy Outstanding Academy Educator Award.  He also served in an advisory capacity to the pension fund for USAF non-appropriated employees.  Dr. Fraser ultimately spent two decades serving in the United States Air Force, serving operational tours as an acquisition program manager prior to joining the faculty at USAF Academy.

Dr. Fraser graduated from the United States Air Force Academy, earned an M.B.A. from the University of Pittsburgh, and attended the University of South Florida, where he received his Ph.D. Dr. Fraser is an external consultant and provides services to 7258 Wealth Management via Kestrel Wealth Consulting, LLC.

Position: 
Director of Analysis
Weight: 
2
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Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com