Stefan joined Aureus in 2011 as Director of Research for the Core Equity Strategy and serves as co-portfolio manager for the Dividend Strategy. He brings nine years of experience, largely focused on equity research and commercial credit analysis. Prior to joining Aureus, Stefan was an Associate Director at UBS Investment Research, where he was an Associate Research Analyst focused on the consumer and financial sectors. Before business school, Stefan worked at Paulson & Co. as an Operations Analyst and at Valley National Bank performing commercial credit analysis.
Stefan is a CFA charterholder. He received his BA from Brown University and an MBA from NYU’s Stern School of Business, where he was awarded the Kenshin Oshima Prize for academic achievement.