Stephen is a portfolio management implementation specialist for the Firm's Global Fixed Income and related strategies. Before joining the Portfolio Management Implementation team, Stephen was a member of the Firm's Portfolio Compliance team from 2012-2019. Prior to joining the Firm in 2012, he held various roles at BNY Mellon (2008-2012). Stephen is a CFA® charterholder and earned an M.B.A. in Finance from the Fox School of Business at Temple University and a B.S. in Mathematics from Drexel University.
