Stephen Wachtel, CFA

• 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