Stephen Erwin
SVP, AGC and CCO of Investment Banking and Advisory Services
- Role
- Chief Compliance Officer at Zelman - A Walker & Dunlop Company
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Stephen Erwin
Walker & Dunlop Investment Partners is a Denver-based real estate investment and private equity firm, and wholly owned by Walker & Dunlop, Inc, one of the largest real estate finance firms in the US. Stephen manages the legal and compliance departments for WDIP focusing on RIA/SEC regulatory compliance, investment structuring and general corporate legal matters.
Experience
Chief Compliance Officer
Zelman - A Walker & Dunlop Company
Sep 2023 — Present · Denver, CO, US
Zelman & Associates is the preeminent boutique research firm in the housing sector. We equip global institutional investors and senior-level executives with indispensable insights about macro housing trends, the largest metro markets and company-specific equity performance. In addition, Zelman is a leading investment bank dedicated exclusively to the U.S. housing industry. Our extensive expertise in executing mergers, acquisitions, and financial advisory transactions has generated a successful track record of over $6 billion in recently-executed transactions.Zelman’s thought leadership in the housing sector is founded on the company’s rigorous financial analysis, proprietary surveys of industry executives and unparalleled market expertise. We’re trusted as an objective resource and critical partner by institutional investors and business leaders across every housing sector, spanning homebuilding, building products, home improvement, apartments, mortgage, real estate services, single-family rental and title insurance industries. Ivy Zelman and her research team have been consistently recognized by Institutional Investor, CNBC, and other top business media companies for their industry-leading analysis.Zelman offers its clients Institutional Investor Research and Investment Banking.
Education
Florida State University College of Law
JD, Law
1997 — 2000
University of Wisconsin-Madison
B.S., BS-Accounting
1993 — 1997
Full Sail University
A.S., Recording Engineering
1990 — 1991
Skills
- Financial Risk Management
- Due Diligence
- Hedge Funds
- Investment Adviser Compliance
- Entertainment Law
- Film Industry
- Wealth Management
- Hedge Fund Compliance
- Family Office
- Money Management
- Music Industry
- Sports Industry
- Alternative Investments
- Litigation Management
- Financial Analysis
- Contract Negotiation
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