Team

Stephen Carlson, CFA
Institutional Portfolio Manager

Stephen joined SCS Financial Services in 2013. He has over 9 years of experience in the investment business. Working alongside co-CIO, Ken Minklei, he is involved in the design, execution and ongoing monitoring of hedge fund strategies with a focus on the firm’s institutional clients. Prior to joining SCS, Stephen was a Senior Associate at Goldman Sachs Asset Management in the Alternative Investments & Manager Selection (AIMS) Group. Based in London, he was responsible for manager due diligence on fundamental European equity and credit managers, as well as discretionary global macro and systematic strategies. Further, his responsibilities included working in an advisory capacity with the firm’s non-US clients on manager selection and portfolio construction matters. Before that, Stephen worked in Private Wealth Management at Goldman Sachs in San Francisco where he helped to construct and monitor investment portfolios for high net worth individuals and institutions with a particular emphasis on alternatives. Stephen earned a B.A. with Honors in Economics and French from Bowdoin College and is a CFA charter holder.