Stephen is a Senior Founding Partner, Managing Director, and member of the three-person Management Committee that oversees TimesSquare. He is Head of Global Business Development encompassing Marketing, Sales, and Product Management. Prior to joining TimesSquare in 2000, Stephen was Senior Vice President and Head of Global Product Management at Fiduciary Trust Company International. At Fiduciary, he was the primary architect of the Product Management division. Stephen’s background also includes investment consulting roles at Mercer Investment Consulting and Stratford Advisory Group where he was a Senior Consultant and Director of Manager Research at both firms. Stephen has a B.S. in Finance and an M.B.A. from the University of Illinois. He is a member of the CFA Institute and the CFA Society New York. He is conversational in Mandarin.