Stephen Reiser

Accomplished investment manager and business executive with exemplary skills in business strategy and complex business problem solving, enabled by AI and next-generation IT.

Role
Chief Investment Officer, Family Office at Private Company
Location
New York, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephen Reiser

Executive with > 25 years of complex business and IT transformation experience…

Experience

  1. Chief Investment Officer, Family Office

    Private Company

    Aug 2023 — Present · Manhattan and Southampton, NY, US

    Accomplished track record in beating the S&P 500 through adroit portfolio management, security selection, and active trading techniques. Portfolio strategy emphasizes: a) global macro investing supported by comprehensive global macroeconomic, inter market, and securities modeling, b) investing strategies (e.g, long/short posture) leverages a \"4-box\" framework for diagnosing stock market climate (based upon market valuation and price action), c) a specific securities focus on artificial intelligence (AI), and next generation technologies and related enabling commodities. Leverage extensive technical analysis over multiple trading timeframes (day, swing, long) to guide day-to-day trading decisions.Also, acting as a senior strategic advisor to the CEOs of several microcap companies on business strategy and business delivery model design and delivery - in collaboration with other family offices.

Education

  • The Wharton School

    Executive Education, Business strategy

    2012

  • Harvard Business School

    Executive Education, Operations Strategy

    2010 — 2010

  • Harvard Business School

    Executive Education, Business Strategy

    2009 — 2009

  • University of Virginia

    Master of Engineering (M.Eng.), w/Honors (Top of Class), Energy Management and Systems

  • University of Virginia

    Bachelor of Applied Science (B.A.Sc.), Summa Cum Laude, Energy Management and Systems

  • University of Virginia

    Master of Business Administration (MBA), Darden School of Business, with Honors (Top 10% of Class), Business Strategy and General Management

Skills

  • Program Management
  • Governance
  • Business Process Improvement
  • Project Delivery
  • Business Analysis
  • Project Portfolio Management
  • Project Management Office (Pmo)
  • Outsourcing
  • Business Transformation
  • Financial Services
  • Business Intelligence
  • Management Consulting
  • Pmo
  • IT Strategy
  • Business Process
  • Business Process Re-Engineering

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Stephen Reiser — Chief Investment Officer, Family Office at Private Company in New York, NY, US | Unifers