Founder
Current
Apr 2023 - Present
AeroLeads people directory · profile
Chris Stevenson, Cfa Email & Phone Number
Founder
at
Forrest Financial Partners
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder
Location
New York City Metropolitan Area, United States
Who is Chris Stevenson, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Stevenson, Cfa is listed as Founder at Forrest Financial Partners, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Chris Stevenson, Cfa.
Chris Stevenson, Cfa previously worked as Senior Advisor at Evolve Investing and Portfolio Manager and Senior Analyst at Foster & Foster, Investment Management. Chris Stevenson, Cfa holds Bachelor Of Science, Finance from University Of Connecticut School Of Business.
Company email context
Email format at Forrest Financial Partners
This section adds company-level context without repeating Chris Stevenson, Cfa's masked contact details.
Forrest Financial Partners
Review company-level records connected to Chris Stevenson, Cfa before choosing the right outreach path.
Profile bio
About Chris Stevenson, Cfa
An ambitious, results-oriented investment manager with over ten years of experience in portfolio management, investment analysis, industry research, and financial modeling. Highly skilled in designing and managing portfolios customized to achieve investor goals. Deep and detailed business analyst adept at identifying the key factors that impact company operations. A proven leader with unwavering adaptability to new industries, problem-solving capabilities, and an enthusiasm for learning.
Current workplace
Chris Stevenson, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles · 14 years
Chris Stevenson, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Advisor
Portfolio Manager And Senior Analyst
Foster & Foster, Investment Management
Provided fundamental equity and credit research and portfolio management for a $1B AUM family office. Maintained personal ownership and management of a $200M public-equity portfolio. Analyzed investment opportunities across a wide range of asset classes (public equities, PE and VC funds, co-investments, LP secondaries, real estate assets, fixed income, preferred equities).• Oversaw investment idea generation, research, screening, valuation, and execution.• Conducted presentations to managing partner and trustees, outlining high-conviction investment theses, economic developments, market events, and industry or company-specific news.• Liaised with sell-side analysts, management teams, and other industry participants to gather sector intelligence.
2013 - Apr 2023
1 education record
Chris Stevenson, Cfa education
-
University Of Connecticut School Of Business
FAQ
Frequently asked questions about Chris Stevenson, Cfa
Quick answers generated from the profile data available on this page.
What company does Chris Stevenson, Cfa work for?
Chris Stevenson, Cfa works for Forrest Financial Partners.
What is Chris Stevenson, Cfa's role at Forrest Financial Partners?
Chris Stevenson, Cfa is listed as Founder at Forrest Financial Partners.
Where is Chris Stevenson, Cfa based?
Chris Stevenson, Cfa is based in New York City Metropolitan Area, United States while working with Forrest Financial Partners.
What companies has Chris Stevenson, Cfa worked for?
Chris Stevenson, Cfa has worked for Forrest Financial Partners, Evolve Investing, and Foster & Foster, Investment Management.
How can I contact Chris Stevenson, Cfa?
You can use AeroLeads to view verified contact signals for Chris Stevenson, Cfa at Forrest Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Chris Stevenson, Cfa attend?
Chris Stevenson, Cfa holds Bachelor Of Science, Finance from University Of Connecticut School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial