Stephen is a research analyst at The Colony Group, with over 10 years of experience in investment research and portfolio management. He is responsible for equity research and analysis for the firm, with a generalist coverage focus for The Colony Group’s Multi-cap, Dividend Growth, and ESG strategies.
Before joining The Colony Group, Stephen was a portfolio manager at Cray Capital, a growth-focused long/short equity fund. In that role, he analyzed all sectors, identifying companies well positioned to take advantage of secular growth trends. Previously, Stephen spent several years as an equity research analyst at Canaccord Adams in Boston covering the discretionary consumer sector and was a frequent contributor to the financial media, including CNBC and Bloomberg.
Stephen earned a Master of Science in Finance from Boston College and a Bachelor of Science in Finance from Boston College. He holds the Chartered Market Technician designation.