As Senior Vice President of Schwab Equity Ratings for the Schwab Center for Financial Research, Steven is responsible for managing the team’s activities in model upgrades, maintenance, production, operations and new product development.
Prior to joining Schwab in 2014, Steven had many years of experience in portfolio management, quantitative strategy development, and multi-asset-class risk modeling, as well as in applying statistical methods across a variety of disciplines. He is the author of two Wiley Finance books and sits on the editorial advisory board for the Journal of Portfolio Management.
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The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.