Stephen retired as Managing Director and Chairman, Global Private Capital Group for Citi Private Bank. Prior to joining Citi, Stephen was Chief Investment Officer of Bezos Expeditions, a Seattle family office where he managed a diversified portfolio and venture capital fund. He was previously Chief Executive Officer of two fintech companies, CapitalStream and Devonshire Technology. His early career was with Fidelity Investments and Fidelity Management & Research Co. where he held senior executive roles in quantitative investment research, equity and fixed income trading technology, brokerage technology, and M&A in the U.S., Europe and Asia.
