Stephen Gelhaus
Private Wealth Management | US Equity Portfolio Manager | Valuation | Capital Markets
- Role
- Citi Private Bank at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Stephen Gelhaus
I am an experienced senior Portfolio Manager of US Value Equities with a long-term record of outperformance. For over 15 years I have managed US equity funds for institutional clients, including the GE Pension Trust. As a portfolio manager I have employed a number of valuation tools to manage my funds, including traditional valuation metrics such as low multiples of earnings or book value, as well as discounted cash flow models. I have extensive experience with financial modeling. Working closely with our sales and marketing team I have direct experience presenting our equity funds to clients and investment consultants in many different settings. I have over two decade’s of experience in the investment management industry, including several years as a US equity research analyst following the media/entertainment, consumer staples, and business services industry. Having spent my career in the investment industry, I have wide-ranging knowledge of capital markets.
Experience
Citi Private Bank
Jul 2017 — Present · Stamford, CT, US
Citi Investment ManagementSenior Vice President, Portfolio ManagerPortfolio Manager of US Equity Income fund. Manage equity and balanced portfolios for 140 Private Bank clients.
Education
The University of Chicago Booth School of Business
MBA
1987 — 1989
The Johns Hopkins University
B.S.E.E.
1980 — 1984
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