Steven Stack Email & Phone Number
Principal - Capital Formation Group @ H.I.G. Capital
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Steven Stack Location
- Chicago, IL, US
Steven Stack Work
- 2025 -now Principal - Capital Formation Group @
- 2018 -2025 Vice President and Client Advisor, RIA and Multi-Family Office @
- 2013 -2018 Sales Consultant to RIAs, Bank Trusts, and Multi-Family Offices @
- 2002 -2013 Financial Advisor - Corporate Cash Management @
- 2000 -2002 Associate - Institutional Equity Sales @
Steven Stack Education
- The University of Chicago Booth School of Business
Master of Business Administration - MBA (Economics)
2003-2006 - Michigan State University
- The University of Chicago Booth School of Business
MBA (Finance, Economics)
Steven Stack Skills
- Sales Meetings
- Managed Accounts
- Separate Accounts
- RIAs
- Separately Managed Accounts
- Presentations
- Managing Accounts (Accounting)
- Investment Strategies
- 63 Licenses
- Sales Presentations
- Roadshows
- Outside Sales
- Oral Communication
- Launch Strategies
- Interpersonal Skills
- Due Diligence
- Communication
- Services Sales
- Securities
- Sales Metrics
- Investment Decisions
- Investing
- Sales Planning
- Cross-Selling
- Consultative Selling
- Analytical Skills
- Salesforce.com
- Customer Relationship Management (CRM)
- Family Offices
- Client Services
- Sales Management
- Sales
- Business Relationship Management
- Business Development
- Investments
- Finance
- Cash Management
- Series 7
- Equities
- Fixed Income
- Portfolio Management
- Asset Management
- Wealth Management
- Asset Allocation
- Series 63
- Bloomberg
- Mutual Funds
- Financial Modeling
- Alternative Investments
- Etfs
- Capital Markets
- Financial Services
- Investment Advisory Services
- Fixed-Income Investing
- Private Equity
- Sales Consulting
- Microsoft Office
- Financial Analysis
- Customer Service
Steven Stack Summary
- Steven Stack, based in Chicago, IL, US, is currently a Principal - Capital Formation Group at H.I.G. Capital. Steven Stack brings experience from previous roles at Neuberger Berman, Guggenheim Partners, UBS and Bank of America. Steven Stack holds a 2003 - 2006 Master of Business Administration - MBA in Economics @ The University of Chicago Booth School of Business. With a robust skill set that includes Sales Meetings, Managed Accounts, Separate Accounts, RIAs, Separately Managed Accounts and more. Steven Stack has 2 emails and 1 mobile phone numbers on RocketReach.
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