STEVEN PASKO
Delray Beach,FL
Summary
Senior finance executive with 25+ years of experience in portfolio management, investment strategy, equity research, and asset allocation. Proven track record of identifying high-alpha investment opportunities in technology sector investments, achieving consistent 15.7%+ annual returns. Expertise in fundamental analysis, financial modeling, valuation, institutional investing, risk management, and corporate finance. Adept at leading research teams, developing proprietary pricing models, and driving buy-side decision-making for hedge funds and investment firms.
Overview
32
32
years of professional experience
Work History
VP of Acquisitions
SuttonPark Capital
Boca Raton, FL
01.2015 - Current
- Directed pricing strategy for specialized investment-grade assets, aligning with credit agreement standards.
- Managed a team of 20 originators, promoting collaboration to improve loan originations by a 30% CAGR.
- Enhanced and developed broker relationships which resulted in year over growth in both number of transactions and transaction sizes each year.
Senior VP, Investor Relations
ICR Inc.
San Francisco, CA
01.2010 - 01.2015
- Executed multi-year investor relations strategies which resulted in a 55% CAGR growth in stock valuations.
- Acted as a single point of contact between clients and both existing and potential new institutional investors,
- Enhanced messaging for M&A transactions to facilitate capital raising initiatives.
Portfolio Manager & Equity Analyst
SAC Capital
San Francisco, CA
01.2005 - 12.2010
- Performed comprehensive equity research and valuation modeling for more than 150 technology sector investments..
- Developed and refined proprietary financial models and valuation frameworks, achieving consistent annual returns of 15.7% across Technology sector of stocks.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
Senior Equity Analyst
Andor Capital Management
San Francisco, CA
01.1994 - 01.2005
- Generated investment ideas for half of the fund's $8 billion assets.
- Built strong connections with company leaders and industry specialists to refine investment strategy.
- Conducted company visits for first-hand information gathering, strengthening relationships with management teams and industry experts.
- Mentored junior analysts, fostering a collaborative environment for skill development and knowledge sharing.
Education
Bachelor of Arts - Economics
Washington University in St. Louis
St Louis, MOSkills
- Portfolio Management
- Investment Strategy
- Asset Allocation
- Buy-Side Research
- Equity Research
- Fundamental Analysis
Accomplishments
- Portfolio Management Excellence: Managed portfolios worth over $4 billion with consistent 15.7%+ returns.
- Investment Strategy & Asset Allocation: Developed investment theses that led to $250M in allocations at SAC Capital.
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Timeline
VP of Acquisitions
SuttonPark Capital
01.2015 - Current
Senior VP, Investor Relations
ICR Inc.
01.2010 - 01.2015
Portfolio Manager & Equity Analyst
SAC Capital
01.2005 - 12.2010
Senior Equity Analyst
Andor Capital Management
01.1994 - 01.2005
Bachelor of Arts - Economics
Washington University in St. Louis