Portfolio Manager
Join Date: January 2023
Stephen’s responsibilities include the management of client portfolios, investment
research and analysis, and developing customized investment solutions to meet client-specific needs.
Prior to joining Alesco, Stephen spent more than 6 years at Novem Group, most recently as a Portfolio Manager.
Credentials & Education
- BA, Financial Economics (Minor – Biomedical Engineering) University of Rochester
- Chartered Financial Analyst (CFA)
Personal Life
Stephen and his wife Nicole reside in Penfield NY. He enjoys travel, golf, and spending time with friends and family.
