Stephen Musser

Background

About Stephen Musser

I help companies grow, retain, and manage investment assets. Accomplished investment professional experienced in product management, global securities analysis, and portfolio management. Successful and consistent track record of generating AUM growth, providing exceptional client service, and portfolio management/securities selection. Strong understanding of the capital markets and their relationship to the macro-economic environment. Have written several white papers and blogs, and presented on the benefits of “liquid alternatives”, real assets and emerging markets. A proven leader with strong interpersonal skills and the ability to simplify complex investment concepts. Known as a collaborator, coach and mentor who works closely with other team members and clients to effectively utilize collective insights and recommendations from diverse perspectives leading to a final solution. Is a CFA, with an MBA in Finance, and holds the Series 7 license. Interested in all aspects of investment management, including investment strategy, product management and portfolio management/research. Proficient in Microsoft Office, Bloomberg, Factset, Morningstar, eVestment and Charles River.