Stephen Biggs
Managing Director, Head of Alternative Investments at The Mather Group | Portfolio Strategy | Wealth Management
- Role
- Managing Director, Head of Alternative Investments at The Mather Group, LLC
- Location
- Clayton, CA, US
- LinkedIn followers
- 500 followers
About Stephen Biggs
I bring 20+ years of experience in portfolio strategy, wealth management, alternative…
Experience
Managing Director, Head of Alternative Investments
Aug 2022 — Present · Lafayette, CA, US
Joined via merger with HC Financial to lead development of firm’s first alternative investment platform, delivering tailored solutions for clients with $1M+ in assets. Lead manager selection and due diligence, client education, and advisor training. Represent firm at industry conferences, contributing to panels on alternative investments, wealth management integration, and operational best practices.• Built alternative assets platform, incorporating private equity, private credit, and real assets; conducted fund due diligence, onboarding 12 funds in 1 year• Expanded platform offerings, delivering sophisticated client solutions• Prepared market updates, asset class outlooks, and educational content• Developed training program for 60 Financial Advisors
Education
San Diego State University
Bachelor of Applied Science - BASc
San Diego State University-California State University
Master's degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.