Steve Block, CFA, co-manages Phocas Financial Corporation's Small Cap Value portfolios. From 1996 to 2005 Steve worked with Bay Isle Financial, LLC ("Bay Isle"). In addition to his position as Senior Portfolio Manager for private clients, he was co-Portfolio Manager of Bay Isle's Large Cap Value and REIT institutional products. In addition, he was the Portfolio Manager for the firm's Dividend Capture product.

Steve conducted the majority of Bay Isle's large cap research and was responsible for all non-REIT equity recommendations to Bay Isle's high net-worth clients. In addition, he helped set investment policies, recommended investment strategies, and educated the firm's private client Portfolio Managers on the markets, economy, and future directions.

Prior to joining Bay Isle, Steve served as Senior Financial Analyst for two years in M&T Bank's corporate finance department. In addition, he spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company.

Steve received his M.B.A. from the University of Michigan's Ross School of Business in accounting and finance. He received his B.A. in Quantitative Economic Decision Science from University of California, San Diego. Steve also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.