Steven J. Carlson

is Co-Chairman of Magellan Global, a financial services holding company. Magellan Global owns Marco Polo Securities, for which Mr. Carlson serves as Chairman, Pi Capital, for which Mr. Carlson serves as Managing Partner, and several other early-stage firms. Pi Capital, a global advisory firm headquartered in New York City, provides capital raising, M&A advisory, and general corporate advisory services to firms in the financial institutions, renewable power generation, and real estate sectors around the globe. Securities are offered through an affiliate, Marco Polo Securities. Marco Polo Securities is a distribution platform enabling foreign financial services firms to market their products in the United States and other select jurisdictions worldwide. Marco Polo Securities is the largest chaperoning firm in the United States. Before founding Pi Capital in 2016, Mr. Carlson was President and Head of Investment Banking at INTL FC Stone Financial Inc. Prior to that, Mr. Carlson was the founder, Chairman and Chief Executive Officer of the Provident Group, a boutique investment banking firm providing capital raising, M&A and other corporate finance advisory services to firms globally. Provident Group was acquired by INTL in 2010. Prior to forming Provident in 1999, Mr. Carlson was a Managing Director at Lehman Brothers holding various senior positions at the firm including, Global Sales Manager of Fixed Income Institutional Client Group and Private Client Services, Global Business Head in Emerging Markets Fixed Income and Derivatives, Head of the Mortgage Backed Securities Whole Loan and Derivatives Trading business and Director of Mortgage-Backed Securities Research. Mr. Carlson began his career at Fannie Mae. Mr. Carlson graduated with a BA in Economics from the University of Maryland and a Master’s Degree in Public Policy from the Kennedy School of Government at Harvard University.