Stephen Carlson, CFA

Stephen Carlson, CFA

Director – Hedge Fund Portfolio Manager

Stephen joined SCS Financial Services in 2013. He serves as a liaison between SCS’s institutional clients and the portfolio management team, helping to convey to investors the key investment themes and manager holdings, as well as an overview of portfolio expectations going forward. Stephen previously worked as an Associate for Goldman Sachs’ AIMS Hedge Fund Strategies team in London, UK where he was a member of the investment team focused on manager due diligence. Prior to that he worked in Private Wealth Management at Goldman Sachs in San Francisco where he helped to construct and monitor investment portfolios for high net worth families and institutions. Stephen earned a BA with Honors in Economics and French from Bowdoin College.