Stephen Reiser

Chief Investment Officer, Family Office @Private Company

New York, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Chief Investment Officer, Family Office @Private Company

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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

2012

The Wharton School

Executive Education, Business strategy

2010 — 2010

Harvard Business School

Executive Education, Operations Strategy

2009 — 2009

Harvard Business School

Executive Education, Business Strategy

N/A

University of Virginia

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

N/A

University of Virginia

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

N/A

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 ManagementGovernanceBusiness Process ImprovementProject DeliveryBusiness AnalysisProject Portfolio ManagementProject Management Office (Pmo)OutsourcingBusiness TransformationFinancial ServicesBusiness IntelligenceManagement ConsultingPmoIT StrategyBusiness ProcessBusiness Process Re-Engineering

ABOUT STEPHEN REISER

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

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