Stephen is responsible for originating, structuring and monitoring of the private investments at offered by the Firm’s affiliated investment arm, HFS Capital Partners. His duties include carrying out investment research, conducting due diligence on new investment opportunities and managing existing investments.
"I enjoy collaborating with our Wealth Managers to come up with the best investment solutions to meet our clients' needs."
Stephen draws on his broad private equity experience to execute both debt and equity investment strategies. He is involved with sourcing, underwriting, managing and executing the private investment opportunities offered to qualified clients. Stephen’s background has also equips him to advised HFS clients on transactions related to their personal business holdings by leveraging his past experience.
Outside of the office, Stephen enjoys spending time with his wife, traveling, snow skiing, and watching the Texas Rangers.
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