Stephen Waltrich Email & Phone Number
Managing Director @ Pathstone
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Stephen Waltrich Location
- Philadelphia, PA, US
Stephen Waltrich Work
- Managing Director @ (June 2026 - Present)
- Chief Operating Officer @ (January 2018 - May 2026)
- Senior Vice President Operations @ (August 2015 - December 2017)
- Director, Institutional Private Client @ (September 2013 - August 2015)
- Director of Operations - Institutional Accounts @ (January 2010 - September 2013)
- Operations Manager - Institutional Accounts @ (May 2001 - December 2009)
- Operations Coordinator @ (May 1999 - May 2001)
- Large Transaction Coordinator @ (November 1997 - March 1999)
Stephen Waltrich Education
- La Salle University
MBA (Finance)
1998-2001 - Penn State University
BS (Business Logistics)
1993-1997 - Archbishop Wood High School
Stephen Waltrich Skills
- Equities
- Bloomberg
- Investments
- Securities
- Hedge Funds
- Series 7
- Mutual Funds
- Alternative Investments
- Financial Services
- Investment Management
- Investment Strategies
- Settlement
- Account Reconciliation
- Middle Office
- Back Office
- Corporate Actions
- Emerging Markets
- Finance
- Bloomberg Terminal
- Prime Brokerage
- Bonds
- Fund Of Funds
- Trading
- Social Media
- Project Management
- Banking
- Customer Service
- Business Strategy
- Account Management
- Training
Stephen Waltrich Summary
- Stephen Waltrich, based in Philadelphia, PA, US, is currently a Managing Director at Pathstone. Stephen Waltrich brings experience from previous roles at Mill Creek Capital Advisors, LLC, SEI and Turner Investment Partners. Stephen Waltrich holds a 1998 - 2001 MBA in Finance @ La Salle University. With a robust skill set that includes Equities, Bloomberg, Investments, Securities, Hedge Funds and more. Stephen Waltrich has 6 emails and 1 mobile phone numbers on RocketReach.
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