Stephen Carlson

Managing Director, SCS Investment Partners at SCS Financial

Stephen Carlson, CFA is currently the Managing Director at SCS Financial, where Stephen serves as the Portfolio Manager and Institutional Portfolio Manager. Prior to joining SCS Financial, Stephen worked at Goldman Sachs from July 2007 to July 2013, initially as an Associate in AIMS Hedge Fund Strategies and later as an Analyst in Private Wealth Management. Stephen also interned at Goldman Sachs in the PWM department in the summer of 2006. Stephen graduated from Bowdoin College in 2007 with a B.A. in Economics and French.

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Timeline

  • Managing Director, SCS Investment Partners

    December, 2019 - present

  • Portfolio Manager

    January, 2019

  • Institutional Portfolio Manager

    August, 2013