Stephen Wachtel, CFA

Portfolio Manager

  • Portfolio Manager of SSI’s Multi-Asset and Core Equity Strategies
  • Provides equity research in Financials, Industrials, Technology and Consumer Sectors
  • 20 years of industry experience; joined SSI in 2010 as an Equity Research Analyst. In addition Steve worked for Froley, Revy as an Outright Convertible bond analyst for 7 years
  • MBA, Finance and Student Investment Fund Fellow, Anderson Graduate School of Management, University of California, Los Angeles; BS, Finance, Lehigh University

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