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As investment officer, Stephen conducts due diligence and analysis of existing investment managers, as well as research for awarding new investment mandates.

Prior to CFT, Stephen served for 15 years in various investment-related leadership roles, including as regional director in the institutional services group at Dimensional Fund Advisors, director on the value equity portfolio management team at Allianz and vice president for a Kelso & Co.

Stephen holds a bachelor’s of business administration from Baylor University and an MBA from Southern Methodist University.


 

Joined CFT

2018

Favorite Aspect of CFT

"Giving prudence to a process that helps empower organizations make smart investment decisions."

Favorite Quote

"Today's accomplishments were yesterday's impossibilities."

— Robert H. Schuller