Steve Lerit

Head of Portfolio Risk at Stifel Financial Corp.

Role
Head of Portfolio Risk at Stifel Financial Corp.
Location
Morristown, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Steve Lerit

I make the data tell its story.\" Developer of innovative analytic solutions that enhance…

Experience

  1. Head of Portfolio Risk

    Stifel Financial Corp.

    Apr 2019 — Present · New York, NY, US

    Develop proprietary risk analytics and data science tools to enhance the investment risk management and portfolio construction process. Collaborate with advisors to help design and explain portfolio solutions that meet specific needs of private clients, high net worth and institutional clients invested in equity, fixed income, and multi-asset strategies.

Education

  • NYU Stern School of Business

    MBA

  • Rutgers University

    Bachelor of Arts - BA

Skills

  • Analytics
  • Due Diligence
  • Financial Risk
  • Portfolio Management
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Alternative Investments
  • Analysis
  • Fixed Income
  • Market Risk
  • Finance
  • Investments
  • Equities
  • Alm

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Steve Lerit — Head of Portfolio Risk at Stifel Financial Corp. in Morristown, NJ, US | Unifers