Strategic Investment Group
Stephen is the Chief Financial Officer and Chief Operating Officer of Strategic. Stephen was previously the Chief Financial Officer and Chief Operating Officer at Aladdin Capital Management based in Stamford, Connecticut, and prior to that was the Chief Operating Officer of Institutional Business at New York Life Investment Management. He spent 25 years at Merrill Lynch in various strategic financial roles. His last role at Merrill Lynch was Chief Financial Officer of the U.S. Asset Management Business based in Princeton, New Jersey. Stephen earned an M.B.A. in Finance from St. John’s University, a B.S. in Accounting from the State University of New York, Buffalo, and has passed the Uniform Certified Public Accountant Examination.
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Strategic Investment Group
Strategic Investment Group provides Outsourced CIO (OCIO) solutions, offering a comprehensive service platform for managing customized