Steve Lerit

Steve Lerit currently serves as the Head of Portfolio Risk at Stifel Financial Corp./Washington Crossing Advisors, where responsibilities include developing proprietary risk analytics and collaborating with advisors to create tailored portfolio solutions for a diverse clientele. Prior experience includes roles as an Investment/Risk Management Specialist and Data Scientist, providing investment analytics consulting, and leading quantitative risk management at UBS, overseeing 300 investment vehicles. At Bank of America, Steve Lerit managed market, liquidity, and credit risk for hedge funds and private equity, producing detailed due diligence reports for senior management. Educational qualifications include an MBA in Finance from NYU Stern School of Business and a BA in Economics from Rutgers University.