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Steve LaRosa
Analyst-Equity chez
Edgemoor Investment Advisors, Inc.
Profil
Mr. Steven D.
LaRosa, CFA MBA, is a Director & Senior Portfolio Manager at Edgemoor Investment Advisors, Inc. He researches equity and income investments and provides asset allocation advice.
Mr. LaRosa has more than 20 years’ experience as an Investment Advisor.
Before joining the firm, Mr. LaRosa was a Senior Portfolio Manager at Bank of America Private Bank, where he was responsible for managing over $1 billion in client assets.
Prior to Bank of America, he was a Portfolio Manager at Mt.
Eden Investment Advisors, where he managed client portfolios and conducted research for the firm’s internal large cap equity strategy.
He began his career at Gabelli Funds, where he conducted equity research on securities in the Gabelli Multimedia Trust, a closed-end equity mutual fund.
Mr. LaRosa holds a B.S.
from the Boston College Carroll School of Management and an MBA from Columbia Business School, where he was selected to participate in the Applied Value Investing curriculum.
He is also a CFA Charterholder and a Certified Financial Planner.
Postes actifs de Steve LaRosa
| Sociétés | Poste | Début |
|---|---|---|
Edgemoor Investment Advisors, Inc.
 Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor focuses on long-term capital appreciation, preservation of capital and income through disciplined management of value-oriented equity and income-generating portfolios. The firm’s process begins with a comprehensive review of a client’s current financial position and investment objectives. In addition, they evaluate each client’s overall risk tolerance, investment time horizon, and need for income. Based on this review, they develop a personalized investment strategy designed to meet those needs and objectives. | Analyst-Equity | 01/08/2021 |
Anciens postes connus de Steve LaRosa
| Sociétés | Poste | Fin |
|---|---|---|
Gabelli Asset Management, Inc.
 Gabelli Asset Management, Inc. Investment Banks/BrokersFinance Provides brokerage and investment advisory services | Corporate Officer/Principal | 31/12/2002 |
Mt. Eden Investment Advisors LLC
 Mt. Eden Investment Advisors LLC Investment ManagersFinance Mt. Eden Investment Advisors actively manages their clients' portfolios. They seek to add value through: (1) security and asset selection (2) strategic and cyclical asset allocation (3) risk control (4) tax-sensitive management and (5) customized portfolios addressing unique client objectives. The firm's core equity strategy employs a stock selection process that focuses on fundamental corporate valuation criteria with a slight bias toward growth at a reasonable price (GARP). They invest in the stocks of companies that, relative to the benchmark, have higher earnings growth and return on equity, lower or equal price-to-earnings ratios and lower debt-to capital ratios. In their balanced accounts, portfolio volatility is constrained by a laddered structure of separate bonds typically limited to intermediate term maturities. Diversification is assured through the size and number of positions. Mt. Eden invests in high credit quality ratings, typically A or better. Bond portfolios are not actively traded. The firm makes strategic adjustments in portfolio structure to capture opportunities based upon interest rate cycles, yield curve shifts and credit spreads. Mt. Eden also offers access to equity, fixed-income and alternative strategies through the use of outside managers. Equity strategies accessed through outside managers include international developed markets, international emerging markets and the small- and mid-cap markets. Fixed-income strategies accessed through outside managers include taxable investment-grade or high-yield corporate bonds, taxable and tax-exempt inflation-protected bonds and international fixed-income. Alternative investment strategies accessed through outside managers include multi-strategy hedge fund of funds, absolute return hedge funds and long/short hedge funds. Mt. Eden develops incremental diversification plans which move toward optimal risk/return characteristics over several tax years. | Analyst-Equity | - |
Formation de Steve LaRosa
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Gabelli Asset Management, Inc.
Gabelli Asset Management, Inc. Investment Banks/BrokersFinance Provides brokerage and investment advisory services | Finance |
Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc. Investment ManagersFinance Edgemoor focuses on long-term capital appreciation, preservation of capital and income through disciplined management of value-oriented equity and income-generating portfolios. The firm’s process begins with a comprehensive review of a client’s current financial position and investment objectives. In addition, they evaluate each client’s overall risk tolerance, investment time horizon, and need for income. Based on this review, they develop a personalized investment strategy designed to meet those needs and objectives. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Mt. Eden Investment Advisors actively manages their clients' portfolios. They seek to add value through: (1) security and asset selection (2) strategic and cyclical asset allocation (3) risk control (4) tax-sensitive management and (5) customized portfolios addressing unique client objectives. The firm's core equity strategy employs a stock selection process that focuses on fundamental corporate valuation criteria with a slight bias toward growth at a reasonable price (GARP). They invest in the stocks of companies that, relative to the benchmark, have higher earnings growth and return on equity, lower or equal price-to-earnings ratios and lower debt-to capital ratios. In their balanced accounts, portfolio volatility is constrained by a laddered structure of separate bonds typically limited to intermediate term maturities. Diversification is assured through the size and number of positions. Mt. Eden invests in high credit quality ratings, typically A or better. Bond portfolios are not actively traded. The firm makes strategic adjustments in portfolio structure to capture opportunities based upon interest rate cycles, yield curve shifts and credit spreads. Mt. Eden also offers access to equity, fixed-income and alternative strategies through the use of outside managers. Equity strategies accessed through outside managers include international developed markets, international emerging markets and the small- and mid-cap markets. Fixed-income strategies accessed through outside managers include taxable investment-grade or high-yield corporate bonds, taxable and tax-exempt inflation-protected bonds and international fixed-income. Alternative investment strategies accessed through outside managers include multi-strategy hedge fund of funds, absolute return hedge funds and long/short hedge funds. Mt. Eden develops incremental diversification plans which move toward optimal risk/return characteristics over several tax years. | Finance |
