Stephen Salandra

Senior Vice President Client Services at Guidepoint

Stephen Salandra, CFA has a diverse work experience spanning from 2014 to the present. Stephen currently serves as the Senior Vice President of Client Services at Guidepoint, a primary research firm that connects clients with a network of over 300,000 advisors. In this role, Stephen assists hedge funds, corporations, private equity firms, and consulting firms in making informed decisions through consultations, meetings, surveys, and data products.

Prior to their current role, Stephen held positions of increasing responsibility at Guidepoint, including Vice President of Client Services and Team Lead of Client Services. Stephen also served as a Research Project Manager and Research Manager, contributing to the company's research efforts.

Stephen's professional journey began as an Investment Banking Intern at Laidlaw & Company UK Ltd. in 2015. In this role, they gained exposure to investment banking activities.

Before entering the corporate world, Stephen worked as a Teacher's Assistant at Manhattan College. In this position, they supported a finance professor by preparing instructional materials, managing classroom displays, and providing tutoring to students.

Throughout their career, Stephen Salandra has demonstrated a strong commitment to client services, research, and education, leveraging their CFA designation to add value in various roles.

Stephen Salandra, CFA obtained their Bachelor's Degree in Finance from Manhattan College, where they studied from 2011 to 2015. Prior to that, they completed their high school education at William Floyd High School from 2007 to 2011. Additionally, they are a Chartered Financial Analyst (CFA) Charterholder, having earned this certification from the CFA Institute in September 2019. Stephen also has a certification in Preventing Workplace Harassment from Emtrain, although specific details such as the obtained month and year are not provided.

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Timeline

  • Senior Vice President Client Services

    July, 2023 - present

  • Vice President Client Services

    June, 2021

  • Team Lead Client Services

    March, 2019

  • Research Project Manager

    May, 2017

  • Research Manager

    September, 2016

  • Research Analyst

    July, 2015