Institutional Client Service & Marketing
Steven M. Delarosa, CFA
Managing Director
Chief Marketing Officer
- Responsible for developing and maintaining SSI’s institutional client relationships with corporations, public funds, foundations/endowments, and investment consultants
- 24 years of financial industry experience
- Prior to joining SSI, Steven served as Managing Director, Chief Marketing Officer of Pyxis AIS, a subsidiary of Highland Capital Management, L.P., and worked for 11 years with Western Asset Management Company in Pasadena where he held three executive level positions in client service and marketing
- MBA, Investment Finance; BS, Investment Finance and Marketing, University of Southern California
Steven L. Spare, CFA
Director, Institutional Client Service & Marketing
- Responsible for SSI’s institutional client service and marketing department which includes servicing existing clients and managing all forms of external communications for SSI
- Oversees client service and marketing support staff and works closely with CEO on the execution of SSI’s institutional marketing and client service efforts
- 20 years of financial industry experience
- Prior to joining SSI, Steve was Director of Marketing, Sales and Client Service at 300 North Capital, LLC (formerly Provident Investment Counsel). He was previously a First Vice President with the current SSI Outright Convertible Team while at Froley, Revy Investment Company
- BA, Political Science, California Polytechnic State University, San Luis Obispo
Elisa Kowal
Senior Associate, Institutional Client Service & Marketing
- Responsible for assisting with the firm’s client service, marketing and client reporting effort
- Prior to joining SSI, Elisa was at Dimensional Fund Advisors as an Associate in Client Service in Santa Monica. She was previously a Sales Representative for Global Student Experience and served as an intern in the Economic Section for the United States Embassy in Paris and the White House, Office of the Presidential Personnel
- BA, Economics, University of California at Irvine
Wambui Lynch
Associate, Institutional Client Service & Marketing
- Responsible for the centralized coordination of SSI’s relationship management effort and meeting the service requests of the various client and consultant groups
- 7 years of industry experience
- Prior to joining the team in 2006, Wambui began her career with HSBC
- BA, University of San Francisco
