Stephen Bodurtha

Stephen Bodurtha has a diverse and extensive work experience spanning several companies and roles. Stephen is currently an Independent Board Director at Luma Financial Technologies since March 2019. Additionally, they hold a position as a Lecturer at Columbia University in the City of New York starting from January 2021.

In 2017, Bodurtha founded Flexbridge Partners LLC and served as the CEO. Prior to this, they worked at Citi Private Bank from December 2009 to July 2016, where they were a Managing Director. During their time at Citi, they successfully transformed the investment business, doubling revenue and expanding client assets.

Before joining Citi Private Bank, Bodurtha was a Managing Director at Bank of America/Merrill Lynch from January 2008 to November 2009. Stephen achieved record group profits in the retirement and benefit plan services business.

Bodurtha also had a significant tenure at Merrill Lynch, Global Wealth Management, where they held various roles from 1989 to 2008. Stephen started as a Director and played a key role in launching the firm's structured equity business. Throughout their time at Merrill Lynch, they held positions such as Senior Vice President, Vice Chairman of Global Wealth Management, and Managing Director. Stephen contributed to the organization's growth, profitability, and shift towards fee-based wealth management.

Before joining Merrill Lynch, Bodurtha worked at Kidder, Peabody & Co as a Vice President, establishing a successful new business focused on improving asset managers' performance through enhanced portfolio trade execution and transparent reporting.

Additionally, they served as an Associates Fellow at Harvard Business School from June 1985 to May 1986. Bodurtha started their career at Merrill Lynch Investment Banking as an Associate, leading client relationships and deal teams.

Overall, Stephen Bodurtha's work experience showcases their expertise in investment, wealth management, business transformation, and leadership roles.

Stephen Bodurtha earned a Bachelor of Arts (B.A.) degree in Government with magna cum laude honors from Wesleyan University between 1976 and 1980. Stephen later pursued further education and completed an M.B.A. degree in Finance, General from Harvard Business School, which they attended from 1983 to 1985.