Team

Steve Oristaglio
President & Co-Chief Investment Officer

Steve joined SCS Financial Services in 2011. He has over 31 years of experience in the investment business. As co-CIO, Steve sets the firm’s overall investment direction, strategic portfolio asset allocation, and risk management. He acts as one of the leaders in manager sourcing and due diligence, serves as the Co-Chair of the Investment Committee and oversees Investment Research. Most recently, he was Managing Director and Head of Trading for Bridgewater Associates, one of the largest hedge fund firms in the industry. Steve was also the Managing Partner of TRI Asset Management, a multi-strategy hedge fund focused on equity, credit and macro absolute return investing. Prior to that, Steve was the Deputy Head, then Head of Investments at Putnam Investments. Before that, he was the Global Head of Fixed Income for Swiss Bank Corporation (now UBS), and a senior fixed income trader for Salomon Brothers International. Altogether, Steve spent over 10 years in London for these two institutions. Steve started his career as a broker for Conti-Commodity Services. Steve is a member of several non-profit boards and institutions involved in the arts, including Etruscan Press (which he co-founded), the Boston Book Festival, the Berklee College of Music, and Kids Can Cook. He earned a B.S. in Accounting from Bucknell University and an M.S. in Food Economics from the University of Delaware.