Stephen Musser Email & Phone Number
Portfolio Manager @ LEGACY BRIDGE Private Family Offices
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Stephen Musser Location
- Ankeny, IA, US
Stephen Musser Work
- Portfolio Manager @ (February 2025 - Present)
- Sr. Investment Strategist @ (October 2023 - February 2025)
- Portfolio Manager @ Benson Wealth Management Group, Inc. (May 2022 - October 2023)
- Product Specialist @ Sophus Capital (May 2016 - November 2021)
- Sr Product Manager - Portfolio Construction Strategies @ (December 2013 - May 2016)
- Global Marketing Manager @ (April 2011 - November 2013)
- Consultant @ Independent Consultant (May 2009 - March 2011)
- Portfolio Manager and Analyst @ (December 2001 - May 2009)
- Associate Vice President @ (September 1993 - December 2001)
Stephen Musser Education
- University of Missouri-Columbia
BA (Economics)
- University of Missouri-Columbia
MBA (Finance)
Stephen Musser Skills
- Financial Analysis
- Financial Modeling
- Investor Relations
- Statistics
- Due Diligence
- Research
- Valuation
- Equity Research
- DCF
- Equity Valuation
- Writing Skills
- Money Management
- Fundamental Research
- Portfolio Management
- Value Investing
- Stock Picking
- Sector Analysis
- Buy-side
- Sell Side
- Alternative Investments
- Wealth Management
- Investments
- portfolio construction
- Portfolio Optimization
- Securities
- Strategic Financial Planning
- Bloomberg
- Finance
- Financial Services
- Risk Management
- Equities
- Analysis
- Buy Side
Stephen Musser Summary
- Stephen Musser, based in Ankeny, IA, US, is currently a Portfolio Manager at LEGACY BRIDGE Private Family Offices. Stephen Musser brings experience from previous roles at LEGACY BRIDGE Private Family Offices, Benson Wealth Management Group, Inc., Sophus Capital and Principal Funds. Stephen Musser holds a BA in Economics @ University of Missouri-Columbia. With a robust skill set that includes Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence and more. Stephen Musser has 2 emails and 1 mobile phone numbers on RocketReach.
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