Steven is a portfolio manager and is involved with the design and development of investment strategies.
He is also a contributor to Epoch’s thought leadership. Prior to joining Epoch in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5 billion in various asset allocation-based funds, including target risk, target date and dynamic risk management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. Steven is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology.
Steven holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance.