Stefan Karlsson, CFA

Stefan, the Chief Investment Officer, joined Aureus in 2011 as director of research for the Core Equity Strategy and served as co-portfolio manager for the Dividend Strategy. Prior to Aureus, he focused primarily on equity research and commercial credit analysis. His roles included associate director at UBS Investment Research, operations analyst at Paulson & Co., and operations analyst at Valley National Bank.

Stefan earned his BA from Brown University and MBA from NYU’s Stern School of Business, where he was awarded the Kenshin Oshima Prize for academic achievement. He is a CFA^® charterholder.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.