5+ years of experience in financial research and modeling, including 2+ years of management experience running a small team of research associates. Was responsible for managing a $3bn+ portfolio of investments and identifying company and industry-specific risks and opportunities. Sector Expertise
Finance, Risk Assessment, Strategy, Investment, Contract Negotiation, Sports Tech, Video/OTT Service, Power & Utilities, Energy Background
Stephen's experience in the financial sector makes him a partner valuable to businesses looking to receive funding or grow the business. Stephen is an aspiring young professional with an expertise in risk assessment, investments, and strategy. Stephen has worked with private and public companies and is very familiar with the investment process and accessing capital. In his most recent role as a member of Guggenheim Partners' flagship Corporate Credit team, Stephen was responsible for managing the firm's credit investments in the Power & Utilities sector and leading a team of research associates. Stephen has been a part of the investment process for hundreds of companies and is the first call at MHP for financial modeling, quantitative analysis, and contract negotiation. Highlights
- Guggenheim Partners – Head of Power & Utilities Sector, Corporate Credit: Managed a $3bn+ portfolio of assets spread across ~180 firms where responsibilities included researching and presenting new investment ideas, providing insight into market shifts and strategy for Guggenheim's portfolio managers, and managing a team of four research associates.
- Amherst College - BA in Economics and Anthropology
- Completed Tuck School of Business at Dartmouth College Bridge Program