Global equity investor and portfolio manager, helping clients meet their investment objectives with a systematic, collaborative approach. Experience in traditional and quantitatively-oriented investment organizations. Belief in the power of quantitative tools based on sound fundamental and economic ...
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Global equity investor and portfolio manager, helping clients meet their investment objectives with a systematic, collaborative approach. Experience in traditional and quantitatively-oriented investment organizations. Belief in the power of quantitative tools based on sound fundamental and economic principles.
Recruit and mentor talented investment professionals. Manage team to achieve best client and organizational results.
Collaborate with US and international clients (corporate, public, foundations and endowments, Taft-Hartley, and family offices) to define investment objectives and appropriate solutions. Translate complex investment concepts into terms that clients and consultants appreciate.
Served on the pension committee of a large financial services organization.
Passionate about education; requested guest lecturer at top MBA programs. Served as a trustee and investment committee member for a private school, and as a board member for a philanthropic organization dedicated to providing educational opportunities for underserved communities in Boston.
You can contact me by email at steve.lanzendorf@gmail.com
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