Stephen is a managing director and portfolio manager at Manulife Investment Management, working on the firm’s global equity strategies. Prior to joining the firm in 2015, he was a portfolio manager at Hermes Global Equities, where he focused on fundamental research in the global financial services sector.

Previously, he worked at Fidelity Management and Research as an equity analyst and a private equity analyst at HabourVest.

Stephen earned a B.A. from Harvard University and an M.B.A. from the University of Chicago Booth School of Business.