Stephen Carlson, CFA
Managing Director, Co-Head of Focus Investment Partners
Stephen joined SCS Financial Services in 2013. Having previously served as a Hedge Fund Portfolio Manager and Institutional Portfolio Manager for SWF, insurance, and foundation clients, he currently co-leads Focus Investment Partners. The group’s goal is to curate and deliver a high quality, education-focused alternative investment program to a variety of institutional investors and the broader Focus Financial partnership. Solutions range from access to commingled funds to the design of customized fund solutions, as well other more tailored direct partnership arrangements. Stephen previously worked for the Goldman Sachs Alternative Investments & Manager Selection (AIMS) team in London, UK where he was a member of the investment team focused on manager due diligence. Prior to that he worked in Private Wealth Management at Goldman Sachs in San Francisco, helping to construct and monitor investment portfolios for high-net-worth families and institutions. Stephen earned a B.A. with Honors in Economics and French from Bowdoin College.
