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
About Steve Lerit
I make the data tell its story.\" Developer of innovative analytic solutions that enhance…
Experience
Head of Portfolio Risk
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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