Steve LaRosa

Analyst-Equity at

Edgemoor Investment Advisors, Inc.

Finance

Consumer Services

Profile

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.

Steve LaRosa active positions

Companies	Position	Start
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	2021-07-31

All active positions of Steve LaRosa

Former positions of Steve LaRosa

Companies	Position	End
Gabelli Asset Management, Inc. Gabelli Asset Management, Inc. Investment Banks/BrokersFinance Provides brokerage and investment advisory services	Corporate Officer/Principal	2002-12-30
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	-

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Linked companies

Private companies	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