Throughout my 30 years in the industry, I’ve leveraged my experience as a practitioner, educator and thought leader to engage the investment management profession on key industry issues. My distinct blend of academic and professional experience has given me a strong strategic sense, and the ...more

Throughout my 30 years in the industry, I’ve leveraged my experience as a practitioner, educator and thought leader to engage the investment management profession on key industry issues. My distinct blend of academic and professional experience has given me a strong strategic sense, and the ability to apply a rigorous analytical framework to any situation. I strive to stay current in my knowledge and progressive in my thinking. I’ve written and co-written numerous articles and books, received several industry awards, and enjoyed a spell as an FT columnist. I continue to provide media commentary, cited in publications from The Wall Street Journal to The New York Times to the South China Morning Post. I believe that an industry composed of competent and ethical practitioners is a necessary ingredient to build an investment profession that protects investors and ultimately contributes to a better society. I’m proud to be part of CFA Institute, as we continue to set the standard in ethics and excellence for the global investment management profession. Stephen’s areas of particular expertise include: Tax-Efficient Investing, Retirement Planning, Portfolio Management, Equity Valuation, Soft Dollar Brokerage, Individual Investors and Derivative Securities.less