Steven D. Stern
Chartered Financial Analyst
202-248-1762
Steven D. Stern, CFA
>Resumé
>Arbitration, Deposition, & Trial Testimony Since 1993
202-248-1762
305-979-4015 (Cell)
SternInves@aol.com
Office Address
Suite #328
4600 Connecticut Ave. NW
Washington, DC 20008
202-248-2298 (Fax)
Mail Box
4401-A Connecticut Ave. NW
PMB #213
Washington, DC 20008
U.S. Post, FedEx and UPS accepted at both addresses.
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Resumé of Steven D. Stern, CFA
Education
Wharton School, University of Pennsylvania(Philadelphia, Pa.)
Graduated December 1973 Cum Laude with a B.S. in Economics double majoring in Economics and Finance.
Institute of Chartered Financial Analysts(Charlottesville, Va.)
Received Chartered Financial Analyst designation - 1979
Pennsylvania Bankers Association Trust School(Bucknell University, Lewisburg, Pa.)
Received Certificate of Completion (three years) - 1982
Professional Experience
Steven Stern, CFA Private Practice   (Washington DC)1994-present
Principal of a registered Investment Advisory firm providing investment supervisory and consulting services approximately 70 clients with $34 million of assets.
Chase Manhattan Bank of Florida   (Miami, FL)1991-1994
Vice President and Portfolio Manager for approximately 100 clients representing $120 million of trust, estate, endowment, and personal assets. Member Trust Investment Committee that established investment policy and strategy.
Sun Bank, Miami N.A.   (Miami, Fl)1988-1991
Vice President and Portfolio Manager for approximately 250 clients representing $200 million of trust, estate, endowment, and personal assets. Assisted at bank request on litigation matters with attorney clients. Member Trust Investment Committee that established investment policy and strategy.
United Jersey Banks   (Princeton, NJ)1981-1988
Vice President and Department Head. Headed up the Trust Investment Department of the Princeton bank subsidiary. Staff of five. Full investment responsibility for 800 accounts and $480 million under assets. One of two executives responsible for regional management of division. Managed two fixed income and two equity/income common trust funds. Member Trust Investment and Asset/Liability Committees.
Central Penn National Bank   (Philadelphia, Pa)1977-1981
Trust Investment Officer. Responsible for the portfolio management of 300 trusts, estates, and investment management accounts. Approximately $120 million under management. Member Trust Investment Committee.
Farmer's Bank of the State of Delaware   (Wilmington, De)1974-1977
Assistant Trust Investment Officer. Responsible for portfolio management of department accounts. Equity security analysis of selected industry groups. Fixed income support on bank portfolio.
Professional Associations and Relevant Board Memberships (Past and Current)
The CFA Institute
CFA Miami, CFA Society of Washington DC
Miami Lighthouse for the Blind
Jewish Community Services of South Florida
Foundation of Jewish Philanthropies of the Greater Miami Jewish Federation - Professional Advisory Committee
Rotary Club of Key Biscayne (FL)
Published Papers
The Philadelphia Lawyer (Philadelphia Bar Association Quarterly Magazine) Fall 1996, Vol. 59 No. 3 "The Probate Lawyer or Why Old Men Cry"
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Steven D. Stern, CFA may only transact business in the states if first licensed, excluded, or exempted from the District investment adviser or investment adviser representative licensing requirements.