San Francisco Bay Area
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- Industry
- Investment Management
Steven Edgren’s Summary
I have worked in the financial services industry since 1999. My background includes work as a fixed-income analyst, P&C insurance sales associate, re-insurance risk manager and currently as a wealth management advisor.
My team and I specialize in working with "serial entrepreneurs" and the complexities that often come to the table resulting from of a liquidity event, be it an IPO or acquisition. My areas of specialty include single-stock risk management, alternative investments and global asset allocation. I also direct the teams syndicate (IPO and Secondary offering) strategy. At the end of the day, our objective is to balance out the risk that our clients are taking as entrepreneurs and executives.
I am a level three Chartered Financial Analyst candidate and am planning on taking the third and final exam in June 2008. http://www.cfainstitute.org
Steven Edgren’s Specialties:
Sinlge-stock risk management, alternative investments, global asset allocation and running the teams syndicate portfolio.
Additional Information
Steven Edgren’s Interests:
snowboarding, mountain biking, wakeboarding and eating good food.
