We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-
term outcomes.
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ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey.
These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.
Stephen is a Portfolio Manager on the Appreciation Strategy at ClearBridge Investments. He joined the firm in 2016 and has 26 years of investment industry experience
Stephen joined ClearBridge as a Senior Research Analyst covering financials, was named a Senior Portfolio Analyst on the Appreciation Strategy in 2019 and became a Portfolio Manager on the same Strategy in 2022. Prior to joining ClearBridge, he was a Portfolio Strategist at Moore Capital Management; Analyst covering the financial sector at York Capital Management; Senior Analyst at Green Arrow Capital, also covering financials; and a Research Associate for life insurance at Friedman, Billings, Ramsey.
Stephen received a B.S.B.A. in finance from Boston College and is a CFA® charterholder.
Experience
