Stephen Weiss, CFA

Senior Client Portfolio Manager

Principal, 25 years of experience

Steve originally joined IR+M in April 2008 and after leaving in July 2015 to work at Legal & General Investment Management America, returned in November 2016. Steve works closely with clients and consultants to identify and understand client needs and serve as their point of contact for portfolio reviews and market updates.

Prior to joining IR+M, Steve was a Relationship Manager with Gannett Welsh & Kotler working with private and institutional investors. Before that, Steve’s experience included fixed income sales, portfolio management, credit research and trading at Bear Stearns, Fleet Investment Advisors and Fidelity Management and Research Company.

Steve has a BA from Tufts University (1988) and an MBA from Boston University School of Management (1994).

 

 

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