null Martin Stephan, CFA
Martin Stephan, CFA

Martin Stephan, CFA

Head of Global Investment Strategy

  • 23 Years with the firm
  • 30 Years of industry experience

Martin is the firm's head of global investment strategy. Previously he was the director of investment risk. Martin was also the director of quantitative research and 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.