Steven is a Managing Director and Portfolio Manager of the MainStay Epoch Funds. He is involved with the design and development of investment strategies and is also a contributor to Epoch’s thought leadership. Steven is a Portfolio Manager on Epoch’s Capital Growth strategies.
Steven joined the firm in 2014 as a Managing Director on the investment team. Previously, he served as a portfolio manager at Legg Mason, responsible for managing $7.5B in various asset allocation-based funds including target risk, target date and dynamic risk management. He was also the Head of Investment Strategy at Citigroup Asset Management and a Portfolio Manager at Credit Suisse Asset Management. He is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology. He has worked in the financial services industry since 1984.
Steven earned an A.B. in Government from Harvard and an M.S. in Finance from the Sloan School of Management at MIT.
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