I had a great time meeting Steve Check for episode 54 of the podcast. Steve holds a BS degree in Electrical Engineering from Iowa State and a Masters in Engineering from the University of California, Irvine. Mr. Check founded Check Capital Management (CCM) in 1987. As CCM’s Chief Investment Officer, he is responsible for overall investment policy and portfolio management. While formally educated as an engineer (plus coursework in accounting), Steve found his passion in investing and helping others with financial issues. He thoroughly studied great investors—Benjamin Graham, Warren Buffett, Charlie Munger, etc.—learning not only their techniques but the underlying mindset that ensured their success. A member of CFA Institute, he is past President of the CFA Society of Orange County.
Together, we talked about Steve’s journey from engineering school, to working as an engineering intern, getting his masters in engineering, working as an engineer, then pivoting to start his wealth management company. I’m inspired by Steve’s story of bravery to step out and start his own business, and he shared some great insights from his personal journey as it relates to engineering. I hope you enjoy listening to this episode, or watching it in video format.
