Stephen Marshall, CFA

Stephen Marshall, CFA has over 20 years of experience in financial services. Stephen began their career at State Street in 2002, where they held various roles, including Managing Director, Head of State Street Verus, State Street Global Exchange, Chief Operating Officer, Head of Product Strategy, SSGX Information and Advisory Group, and Vice President, Director, State Street Global Alliance. In this role, they managed a private equity partnership between SSgA and the Dutch pension fund ABP focused on boutique asset management firms, sourced, negotiated, and structured strategic minority and majority private equity investments in alternative asset management firms (including hedge funds and private equity firms) on behalf of SSgA and APG, and played a leading role in 13 transactions, including five acquisitions and eight divestitures with deal sizes ranging from $1 million – $25 million. In 2019, Stephen joined BNY Mellon as Head of Data Studio and User Experience, Data & Analytics Solutions and Digital Business Development Leader. Most recently, Stephen was appointed Executive Vice President, Data Insights at Aidentified, LLC in 2022.

Stephen Marshall, CFA obtained their CFA certification from the CFA Institute in August 2009. Stephen received their Master of Business Administration - MBA in Business Administration and Global Strategy and Corporate Finance from Babson College in 2001. Stephen earned a Bachelor of Science degree in Communications from Boston University in 1994. Stephen also attended Suffield Academy from 1987 to 1990, where they completed their high school education.