Investment Strategies and Solutions Group
Stephen is an Investment Strategist in the Investment Strategy and Solutions Group within BNY Mellon Investment Management, working with institutional clients on issues related to their investment policy and asset allocation decisions. The Group focuses on three major functions: advice and strategy, asset allocation and portfolio construction, and multi-asset portfolio management. It serves clients ranging from retail intermediaries to highly sophisticated institutions.
Prior to joining the Investment Strategy and Solutions team, Stephen held various roles at The Boston Company Asset Management over the course of almost eight years with the firm including global equity trader, equity analyst on the Opportunistic Value team with coverage responsibilities for Technology (Ex-Software) and Industrials, client service, and business planning where he supported strategic planning initiatives of the Executive Team at The Boston Company. Prior to joining The Boston Company in 2002, Stephen was a junior block trader for JP Morgan Chase where he traded European equities and ADR's.
Stephen holds a degree in economics from Wesleyan University, a masters degree in Finance from the Carroll School of Management at Boston College and also holds the Chartered Financial Analyst designation. Stephen is a member of both the Boston Security Analysts Society as well as the CFA Institute.