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
- 2025 -now Portfolio Manager @
- 2023 -2025 Sr. Investment Strategist @
- 2022 -2023 Portfolio Manager @ Benson Wealth Management Group, Inc.
- 2016 -2021 Product Specialist @ Sophus Capital
- 2013 -2016 Sr Product Manager - Portfolio Construction Strategies @
- 2011 -2013 Global Marketing Manager @
- 2009 -2011 Consultant @ Independent Consultant
- 2001 -2009 Portfolio Manager and Analyst @
- 1993 -2001 Associate Vice President @
Stephen Musser Education
- University of Missouri-Columbia
MBA (Finance)
- University of Missouri-Columbia
BA (Economics)
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 MBA in Finance @ 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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Top LEGACY BRIDGE Private Family Offices Employees
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Portfolio Manager
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Amanda Ewing
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Mike Zuendel
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