Managing Partner
Current
Feb 2024 - Present
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Richard Stefan Email & Phone Number
Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader
at
Centurion Capital Partners
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader
Location
Miami-Fort Lauderdale Area, United States
Who is Richard Stefan? Overview
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Richard Stefan is listed as Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader at Centurion Capital Partners, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a matched LinkedIn profile for Richard Stefan.
Richard Stefan previously worked as Managing Partner at Centurion Capital Partners and Board Member / CIO at Casa De Santo Domingo. Richard Stefan holds Portfolio Management, Investments And Securities from New York Institute Of Finance.
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Centurion Capital Partners
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Profile bio
About Richard Stefan
Hi, my name is Richard I am a top-performing, action-oriented and highly-analytical Senior portfolio manager with professional experience in complex financial analysis and strategic investments. I am a self-motivated, highly-analytical individual, with excellent communication and problem solving abilities. Detail-oriented, knowledgeable of capital markets, mergers, acquisitions, debt restructuring, and well-versed in latest trends and data analysis, I am adept at identifying and translating market opportunities into profitable investments. I am energetic, persuasive and skilled at defining, negotiating and closing vital business relationships that generate value added, strengthen market position, boost sales and support financial growth. Recognized for having a strong work ethic and intense focus on results, I always act in the best interest of my clients, delivering superior customer satisfaction.My areas of expertise include investment strategies, portfolio and asset management, data collection, strategic planning, risk assessment, market trend analysis, and corporate finance. I am adaptable and flexible, with experience in project and team management, and with the ability to negotiate and create sustainable relationships with both internal and external clients. I am a forward-thinking, creative individual, with exceptional organizational skills and ability to multi-task effectively under high pressure, dynamic environments. I am recognized as a progressive, driven, down-to-earth, financial and analytical expert who can be relied on to offer superior solutions that deliver results on time and under budget.I can be reached directly via LinkedIn or at r.stefan@casadesantodomingo.com
Listed skills include Financial Analysis, Financial Modeling, Fixed Income, Entrepreneurship, and 51 others.
Current workplace
Richard Stefan's current company
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5 roles
Richard Stefan work experience
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Board Member / Cio
Current
Jan 2024 - Present
Senior Portfolio Manager
Casa de Santo Domingo is an asset management firm, particularly focused on income generating assets with significant investments in the Dominican Republic.Responsible for shaping the portfolio strategies, diagnosing frameworks and procedures in order to drive investment performance. Analyze and understand market trends and interpreted customer’s data to unearth weaknesses, comprehend causes and seek opportunities. ✦Responsibilities:➜Analyze current and past financial data and performance on portfolio companies.➜Monitor markets and identified investment opportunities. Generate industry and competition trend analysis, evaluated risks, opportunities and developed corresponding reports on market insights.➜Develop and execute investment strategies for companies in the portfolio.➜Interact with company managing director to gain better understanding of the strategic direction of holdings. ➜Develop periodical presentations summarizing key portfolio developments, performance drivers and market/economic conditions.➜Provide analytical insights and participated in the development of market research tools and frameworks designed to drive investment strategy.
Apr 2015 - Mar 2024
Managing Partner
Current
Nov 2017 - Present
Head Trader
Vertex Valores Puesto De Bolsa S.A.
Vertex Valores is an investment services entity that performs securities intermediation activities of public offer, advising on personal finance, corporate finance, among other services.Main responsible for trading Government bonds for institutional and retail trading accounts.✦Responsibilities:➜Determined market sentiment via research, valuation and data analysis.➜Provided key parties with daily trading information.➜Liaised with sales traders or clients on market movements.➜Executed purchases and sales of investment products in a timely and efficient manner.➜Tracked market developments as well as prepared forecasts. ➜Provided clients with general information and help with their brokerage accounts.
Nov 2014 - May 2015
4 education records
Richard Stefan education
Portfolio Management, Investments And Securities
New York Institute Of Finance
Master Of Business Administration (Mba), Financial Valuation & Investment Management, 3.92
Bachelor Of Science (Bs), Civil Engineering
High School Degree
Saint Michaels School
FAQ
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What company does Richard Stefan work for?
Richard Stefan works for Centurion Capital Partners.
What is Richard Stefan's role at Centurion Capital Partners?
Richard Stefan is listed as Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader at Centurion Capital Partners.
Where is Richard Stefan based?
Richard Stefan is based in Miami-Fort Lauderdale Area, United States while working with Centurion Capital Partners.
What companies has Richard Stefan worked for?
Richard Stefan has worked for Centurion Capital Partners, Casa De Santo Domingo, Vyda Capital, and Vertex Valores Puesto De Bolsa S.A..
How can I contact Richard Stefan?
You can use AeroLeads to view verified contact signals for Richard Stefan at Centurion Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Richard Stefan attend?
Richard Stefan holds Portfolio Management, Investments And Securities from New York Institute Of Finance.
What skills is Richard Stefan known for?
Richard Stefan is listed with skills including Financial Analysis, Financial Modeling, Fixed Income, Entrepreneurship, Microsoft Excel, Valuation, Corporate Finance, and Investments.
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