Stephen Email & Phone Number
Principal, Institutional Portfolio Manager @ F.L.Putnam Investment Management Company
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Stephen Location
- Southampton, PA, US
Stephen Work
- 2025 -now Principal, Institutional Portfolio Manager @
- 2022 -2025 Managing Director, Portfolio Manager @
- 2014 -2025 Portfolio Manager @
- 2014 -2022 Vice President , Portfolio Manager @
- 2006 -2014 Investment Officer @
- 2005 -2005 Research Analyst @
Stephen Education
- Georgetown University McDonough School of Business
bachelor of science (finance and management)
2002-2006
Stephen Skills
- Alternative Investments
- Private Equity
- Management
- Financial Modeling
- Capital Markets
- Investment Strategies
- Investment Banking
- Due Diligence
- Investments
- Trading
- Asset Management
- Financial Reporting
- Valuation
- Services
- Asset Allocation
- Financial Services
- Mutual Funds
- Equities
- Burns
- Equity Research
Stephen Summary
- Stephen, based in Southampton, PA, US, is currently a Principal, Institutional Portfolio Manager at F.L.Putnam Investment Management Company. Stephen brings experience from previous roles at Glenmede and The Bryn Mawr Trust Company. Stephen holds a 2002 - 2006 bachelor of science in finance and management @ Georgetown University McDonough School of Business. With a robust skill set that includes Alternative Investments, Private Equity, Management, Financial Modeling, Capital Markets and more. Stephen has 1 emails and 1 mobile phone numbers on RocketReach.
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