Stephen Mackall

Director of Operations/Co-Chief Investment Officer

EmpathyPeople especially talented in the Empathy theme can sense the feelings of other people by imagining themselves in others' lives or others' situations.
IndividualizationPeople especially talented in the Individualization theme are intrigued with the unique qualities of each person. They have a gift for figuring out how people who are different can work together productively.
DeveloperPeople especially talented in the Developer theme recognize and cultivate the potential in others. They spot the signs of each small improvement and derive satisfaction from these improvements.
RelatorPeople especially talented in the Relator theme enjoy close relationships with others. They find deep satisfaction in working hard with friends to achieve a goal.
LearnerPeople especially talented in the Learner theme have a great desire to learn and want to continuously improve. In particular, the process of learning, rather than the outcome, excites them.

Professional Experience

Steve joined Resource Consulting Group in August 2001. He is the director of operations / co-chief investment officer, and a shareholder. He is involved with the day-to-day management of clients’ accounts and portfolio rebalancing. He also ensures quality control within the Client Services department.

Before joining the firm, Steve was a licensed stockbroker with Charles Schwab & Co. He holds his Series 65 securities license and has a background in trading equities, mutual funds, options, and fixed income.

A native Floridian, Steve is a graduate of the University of Central Florida with a bachelor’s degree in business administration. In his spare time, he enjoys biking, fishing, home renovation projects, and spending time with his family.

Personal Thoughts

As a child, I was extremely fortunate to have an amazing father who taught me the benefits of discipline, planning, and hard work. He was the hardest-working man I’ve ever known who purposefully and masterfully balanced being a successful business and family man.

With the help of what I jokingly refer to as my excessive amounts of free child labor, we tackled some tough physical projects. As a child, I thought some of these undertakings were impossible and sometimes unnecessary. He was lucky they didn’t have cell phones and Uber back then! However, he was always right – we never quit, and we stuck to the plan, finished everything we started, and benefited greatly from it.

In retrospect, what I learned from working alongside him was that conquering long-term goals and challenges takes patience, sacrifice, planning, intestinal fortitude, and hard work. He would tell us regularly, “Anything worth doing takes effort” and “never go to bed without a plan for the next day because nothing happens without a plan” – quotes that have stuck with me.

I value those lessons and experiences greatly in my personal life and as an RCG employee. As a father with four teenagers in the house, I have many opportunities to remind myself that the trying, demanding, stressful, and chaotic days are worth the effort, planning, and patience for all involved. By taking a moment to envision the end goals our family has set forth (scholarships, no boomerang kids, a luxurious nursing home for Ole Dad), I’m able to push on to the next “opportunity” that challenges and pushes my family forward.

As an employee of 16 years, I have found that RCG’s financial planning and investment management philosophies are based on many of the same ideals I was raised on. We truly believe that discipline, planning, and hard work are the keys to a stable and successful financial future for our clients.