Associate, Business Operations
As an associate of business operations, Stephen assists the firm with the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.
Prior to joining Crestone, Stephen was a senior consultant for Northern Trust in its hedge fund services division. In this role, he was responsible for supporting client’s treasury and onboarding needs, as well as managing collateral portfolios, cash management and daily liquidity for clients. Stephen has deep knowledge in treasury management with experience in cash, collateral, and FX management.
Stephen received his Bachelor of Science in marketing from Illinois State University.