Profile
Stephen A. Balter worked as a Portfolio Manager at Amundi Asset Management US, Inc. from 2005 to 2006 and as a Senior Vice President at Putnam Investment Management LLC from 2000 to 2004.
He also worked as a Portfolio Manager at 2100 Capital Group and FIAM LLC.
Balter earned an MBA from Babson College in 1996 and an undergraduate degree from Wesleyan University in 1990.
Former positions of Stephen A. Balter
| Companies | Position | End |
|---|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Portfolio Manager-Equities | 2006-12-30 |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Analyst-Equity | 2004-12-30 |
2100 Capital Group
2100 Capital Group Investment ManagersFinance 2100 Capital provides investment management capabilities to the institutional and retail marketplace. The firm employs both quantitative and fundamental approaches to capital markets. They focus on stock, bond, currency and commodity markets globally. 2100 Capital's strategies also include quantitative long/short equity, managed futures and macro | Portfolio Manager-Equities | - |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Portfolio Manager-Equities | - |
Training of Stephen A. Balter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wesleyan University
Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
2100 Capital Group
2100 Capital Group Investment ManagersFinance 2100 Capital provides investment management capabilities to the institutional and retail marketplace. The firm employs both quantitative and fundamental approaches to capital markets. They focus on stock, bond, currency and commodity markets globally. 2100 Capital's strategies also include quantitative long/short equity, managed futures and macro | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
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