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Executive Director | 14 years industry experience
Executive Director 14 years industry experience
Steve is a portfolio manager for the Portfolio Solutions Group at MSIM and the Co-Head of fundamental investment research across public and private markets. He has 14 years of industry experience. In his current role, Steve manages the pipeline of new investments and team resource allocations and oversees investment underwriting and monitoring. Additionally, he focuses on asset allocation in private markets and has helped develop and refine the proprietary cash flow models utilized by the team. Prior to joining the firm in 2013, Steve was an analyst for Mercer Investment Management where he was involved in the construction of alternative investment portfolios for large UK pension funds. Steve received a B.Sc. in Economics from the University of Southampton and an M.Sc in Investment Management from the International Capital Markets Association (ICMA) Centre at Henley Business School. He holds the Chartered Financial Analyst designation.
The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.
All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.
Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.