Stephen is a senior advisor and a Private Investment Management (PIM) manager with over 29 years of experience in the industry. Stephen holds a bachelor’s degree in Mechanical Engineering from Arizona State University and an MBA in finance from University of Phoenix.
Stephen started his career in 1980 as an aircraft designer working for Lockheed Aerospace in their “Skunk Works” division and finished his career as a concept engineer with Boeing Military Advanced Research division.
Stephen also taught graduate finance for fourteen years for University of Phoenix, and investment theory for the National School of Financial Planning for those seeking their Certified Financial Planner (CFP) certification. The Wharton School of Business is where he completed his Certified Investment Management Analyst (CIMA) program