angle-left null Martin D. Stephan, CFA
Martin D. Stephan, CFA

Martin D. Stephan, CFA

Director of Investment Risk

  • 22 Years with the firm
  • 29 Years of industry experience

Martin is the firm's director of investment risk. Previously, he was the director of quantitative research. Martin was also a research analyst covering the Energy, Utilities and Chemical sectors.

Prior to joining the firm, Martin served as an associate research analyst at Morgan Stanley & Co., Inc., where he covered natural gas companies. He also worked as a financial analyst in Morgan Stanley's Corporate Finance department. Martin has been in the investment industry since 1990.

Martin earned an AB from Dartmouth College and an MBA from MIT Sloan School of Management. He holds the CFA® designation.

Experience listed may include partial year periods.