Mr. Stevens serves as one of the lead client relations consultants in TCW’s Private Client Group and is based in Los Angeles. His main responsibilities include developing and servicing the firm’s registered investment advisor, family office, and endowment & foundation relationships on the West Coast. Prior to joining TCW in 2014, Mr. Stevens was a Vice President at Morgan Stanley Investment Management working with registered investment advisors and bank trusts. Mr. Stevens has over 17 years of experience in the financial services industry and received a BA in History from Georgetown University in Washington, DC. He holds FINRA Series 7 and 66 licenses as well as the NFA Series 3.
August, 2014 - present