2012 -
2017 Managing Director, Senior Equity Research Analyst @
2006 -
2012 Senior Research Analyst @ Pritchard Capital Partners
Stephen Berman Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, General
Stephen Berman Skills
Series 63
Economics
Training and Development
Valuation
Report Writing
Portfolio Management
Financial Modeling
Capital Markets
Investments
Energy
Asset Managment
Financial Services
Equities
Equity Research
Private Equity
Commodity
CFA
Due Diligence
Trading
Series 7
Hedge Funds
Stephen Berman Summary
Stephen Berman, based in New York, NY, US, is currently a Senior Advisor at Al Petrie Advisors - Investor Relations & Strategic Analysis. Stephen Berman brings experience from previous roles at Canaccord Genuity Inc. and Pritchard Capital Partners. Stephen Berman holds a Bachelor of Arts (B.A.), Accounting @ Franklin & Marshall College. With a robust skill set that includes Series 63, Economics, Training and Development, Valuation, Report Writing and more. Stephen Berman has 2 emails and 2 mobile phone numbers on RocketReach.
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