Stephen Poe joined Alpha in early 2021. Since joining Alpha, Stephen has quickly taken on many roles including managing client deliverables, financial analysis, industry research, and support of client relationships across sectors. Prior to joining Alpha, he worked for Mercer, an institutional investment consulting firm, where he focused on hedge fund research while working directly with institutional investors and firms. Prior to Mercer, Stephen held multiple roles at Pavilion Advisory Group and Jeffrey Slocum & Associates. He graduated from the University of Iowa with a B.B.A. in Finance and Economics. Stephen is also a CAIA charter holder and a Level III Candidate in the CFA Program.
PROFESSIONAL ACCOMPLISHMENTS
- 10+ years of investment consulting experience
- Has specialized in multi-asset and hedge fund research
- B.B.A. in Finance and Economics
- CAIA Charterholder and Level III Candidate in the CFA Program