Stephanie Larson Email
Managing Director, Senior Portfolio Manager @ Winans Investments, Capital Management & Research
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Stephanie Larson Location
- California, United States
Stephanie Larson Work
- Managing Director, Senior Portfolio Manager @ (February 2020 - Present)
- Senior Risk Consultant @ (January 2018 - February 2020)
- Associate Vice President, Senior Portfolio Analyst @ (November 2015 - January 2018)
- Analyst - Project Consultant - Contract Employee @ (September 2015 - November 2015)
- Senior Portfolio Analyst @ (August 2011 - April 2015)
- Senior Performance and Product Manager @ Fisher investments (March 2010 - August 2011)
- Head of Investments @ Bay Willow Advisers (September 2008 - October 2009)
- Senior Investment Analyst @ Contango Capital Advisors (January 2006 - January 2008)
- Financial Advisor @ (September 2005 - June 2006)
Stephanie Larson Education
- University of Westminster
MSc (International Business Economics)
2004-2005 - Saint Mary's College of California
BS (Business and Economics)
2002-2004
Stephanie Larson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Capital Markets
- Due Diligence
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Risk Management
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
Stephanie Larson Summary
- Stephanie Larson, based in California, United States, is currently a Managing Director, Senior Portfolio Manager at Winans Investments, Capital Management & Research. Stephanie Larson brings experience from previous roles at Franklin Templeton, Bank of the West, First Republic Bank and RS Investments. Stephanie Larson holds a 2004 - 2005 MSc in International Business Economics @ University of Westminster. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets and more. Stephanie Larson has 1 emails on RocketReach.
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