Steve Esterly

Steve Esterly, CFA has a diverse work experience in the financial industry.

Starting with their most recent position at Q4 as the Head of Global Partnerships & Alliances, Steve is responsible for leading and managing global partnerships within the company.

Before that, Steve worked at IHS Markit as the Global Head of Advisory Operations, Corporate Solutions. In this role, they focused on automating internal workflows and developing new product offerings through technology. Steve also executed strategies to monetize data sets and evaluated partnerships with related service providers.

Prior to IHS Markit, Steve held multiple roles at Ipreo. Steve served as the Head of Corporate Platform Development, leading technology projects for the Corporate Advisory business. Steve also improved the stability of internal operating systems and introduced new digital product offerings. Additionally, they worked as the Director of Global Markets Intelligence, expanding the advisory business and managing a market intelligence team.

Steve started their career at CapitalBridge as the Vice President of the Market Intelligence Group, and then moved to Citigate Financial Intelligence as a Senior Analyst in the Market Intelligence Group. In these roles, they analyzed market drivers, investment trends, and provided valuation and performance comparisons for corporate issuer clients.

Lastly, Steve began their career at PricewaterhouseCoopers as an Associate, where they advised clients on international expatriate assignment policies and audited payroll records for tax compliance.

Overall, Steve Esterly possesses a strong background in technology-driven operations, product development, and market analysis, with a focus on leveraging data for strategic decision-making.

Steve Esterly, CFA's education history begins in 1997 when they enrolled at Susquehanna University. Steve pursued a Bachelor of Science degree in Macroeconomics and Global Markets, completing their studies in 2001. In 2009, Steve obtained the prestigious CFA Charterholder certification from the CFA Institute.