Stephen Olivere, CFA, serves as Assistant Portfolio Manager & Trader at The Stanley Laman Group, which he joined in 2015. Stephen is primarily responsible for investment research, fundamental analysis, and trading operations, supporting the firm's portfolio management team across multiple equity strategies.
Prior to joining Stanley Laman Group, Stephen worked as a Financial Analyst at J.P. Morgan, where he participated in the firm's Financial Analyst Development Program. This rotational program provided exposure to various aspects of institutional investment management and financial analysis.
Stephen earned his dual Bachelor of Science degrees in Finance and Economics from the University of Delaware in 2014. During his time at Delaware, he served as Treasurer of the National Fraternity Sigma Nu in 2013, demonstrating early leadership and financial management capabilities.
Stephen is a CFA Charterholder. He conducts fundamental analysis on equity securities, evaluates financial statements, and performs valuation work supporting portfolio decision-making. Stephen's responsibilities span the investment pipeline from industry and company analysis to trade execution, position sizing, and real-time portfolio monitoring across the firm's equity strategies.
SLG is an independent investment management and advisory firm serving ultra-high-net-worth individuals, families, and institutions.
