Stephen Carlson, CFA
Managing Director – SCS Investment Partners
Stephen joined SCS Financial Services in 2013. He leads the firm’s efforts in building and servicing our partnerships with a variety of institutional investors, including wealth management firms, single family offices, and foundations. His focus is to ensure that our clients understand the full capabilities of our investment platform and then work to provide efficient ways to pursue their desired objectives. Solutions range from access to commingled funds to the design of customized fund solutions, as well other more tailored partnership arrangements. 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, helping to construct and monitor investment portfolios for high net worth families and institutions. Stephen earned a B.A. with Honors in Economics and French from Bowdoin College.