Stephen is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Stephen joined the firm in 2023 as an intern, and upon graduation, transitioned to a full-time role. Prior to this, Stephen interned at a global investment firm where he evaluated opportunities across high-yield, levered-loan, and structured credit. He also interned at Fidelity Investments as an Asset Management Compliance intern, where he evaluated internal regulatory frameworks and enhanced areas subject to oversight improvement.
Stephen graduated Summa Cum Laude with a B.A. in Economics and Finance from Tufts University. During his time at Tufts, he served as the president of TURBO, Tufts’ collegiate breakdancing team, where he helped promote hip-hop culture on campus.
Stephen resides in Lynn, MA, and enjoys spending his time gaming, dancing, and playing basketball. Additionally, he is passionate about investing in disruptive technologies.