Team

Steve Oristaglio
President & Co-Chief Investment Officer

Steve joined SCS Financial Services in 2011. He has over 37 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 for Equities, Fixed Income and Private Investments.

Most recently, Steve was Managing Director and Head of Trading for Bridgewater Associates, the largest hedge fund firm in the industry. Prior to Bridgewater, Steve was the Managing Partner of TRI Asset Management, a multi-strategy hedge fund focused on equity, credit and macro investing. Prior to TRI, Steve was the Deputy Head, then Head of Investments at Putnam Investments, where he set the investment strategy and oversaw all investment activity across fixed income, equities, and absolute return products. Prior to Putnam, he was the Global Head of Capital Markets and Fixed Income for Swiss Bank Corporation (now UBS), responsible for all interest rate, lending and debt activities. Steve was also a senior fixed income trader for Salomon Brothers International, and altogether spent over 10 years in London for these two institutions. Steve started his career as a broker for Conti-Commodity Services in 1979.

Steve has been a member of several non-profit boards and institutions, including Etruscan Press (which he co-founded), Big Brothers Big Sisters, Kids Can Cook, the Boston Book Festival, Bucknell University, and the Berklee College of Music. He earned a B.S.B.A. in Accounting from Bucknell University in 1977 and an M.S. in Food Economics from the University of Delaware in 1979.