Associate Capital Advisor
Stephen is an analytically driven financial services professional dedicated to improving Credit systems, processes, workflows, and teams to enable high-quality credit growth within highly regulated organizations and investment firms. Working for over a decade in Credit with institutions from $5-100B+ across the US, and most recently at a top 20 firm with $200B+ in assets he specializes in modeling loan growth, underwriting exceptions, expected loan losses, and economic forecasts, to deliver the best capital solutions for clients and firms across investment asset classes. Stephen holds a BSc. of Finance / Accounting and MBA from Robert Morris University, as well as being a former Certified Public Accountant (CPA), and current Chartered Financial Analyst (CFA).