Agility Outsourced Chief Investment Officer
Stephen J. Fleischer has extensive experience in the legal and investment management fields. Stephen J. served as a Managing Director & Associate General Counsel for Agility Outsourced Chief Investment Officer, where they worked from 2015 to the present. Prior to that, they held the position of Assistant VP & Senior Counsel at Janus Henderson Investors U.S. from 2013 to 2015. From 2007 to 2013, they were a Senior Counsel at Marsico Capital Management. Before that, they worked as a Senior Counsel at UBS Global Asset Management (Americas) Inc. from 2004 to 2007. In 2004, they briefly took on the role of Senior Counsel & Chief Compliance Officer at Harris Associates L.P. – Alternatives Group. Stephen Fleischer also worked as the Manager of Mutual Fund Relations at Harris Associates L.P. – Mutual Funds Group from 1999 to 2002. Prior to that, they gained experience as an Associate at Lord, Bissell & Brook from 1997 to 1999 and at Haskell & Perrin from 1994 to 1997.
Stephen J. Fleischer holds a Master's degree in European Studies/Civilization and International Economics from Johns Hopkins School of Advanced International Studies (SAIS). Stephen J. also has a Bachelor's degree in Business French, with a minor in Economics from the University of Iowa. Furthermore, they obtained a Doctor of Law - JD degree from the University of Iowa College of Law.
Agility Outsourced Chief Investment Officer
Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. Please visit our website to learn more about Agility's services or to contact a member of our team. Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties.