Profile
Ms. Stephanie Larson is a Portfolio Manager & Director at Winans International.
She joined Winans Investments 2020 as the Portfolio Manager.
In this role she is responsible for investment research, portfolio implementation, performance, and analytics.
Since 2007, she has worked in the investment management industry for some of the largest firms in the industry; Franklin Templeton, Robert Stephenson, Fisher Investments, Bank of the West/BNP Paribas, and Zions Bancorp.
Prior to joining Winans Investments, She was a Senior Risk Consultant with Franklin Templeton.
In that role she led the development of the equity platform risk analytics and research.
She partnered with the EVP of Risk and the CIO to create enterprise equity analytics on $450B in assets.
Previous roles include Performance Manager, AVP of Portfolio Analytics, Senior Investment Analyst, and Head of Investments and Research.
She attended St Mary’s College graduating with a BS in Business Administration and Economics.
She pursued her advance degree in London at the University of Westminster achieving her MSc in International Business Economics.
Stephanie Larson active positions
| Companies | Position | Start |
|---|---|---|
Winans International
Winans International Investment ManagersFinance Winans Investments is an active manager with expertise in common stocks and real estate investment trusts for long-term capital appreciation. The firm uses a blend of fundamental, quantitative, and technical analysis in their investment selection process. | Portfolio Manager-Equities | 2019-12-31 |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Winans International
Winans International Investment ManagersFinance Winans Investments is an active manager with expertise in common stocks and real estate investment trusts for long-term capital appreciation. The firm uses a blend of fundamental, quantitative, and technical analysis in their investment selection process. | Finance |
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