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Stephen Hoefer is listed as Investment Associate at Mt. Vernon Investments at Mt Vernon Investments, based in Dallas, Texas, United States. AeroLeads shows a work email signal at mtvrn.com and a matched LinkedIn profile for Stephen Hoefer.
Stephen Hoefer previously worked as Investment Associate at Mt Vernon Investments and Hedge Fund at Multiple Hedge Funds. Stephen Hoefer holds Bachelor Of Arts - Ba, International Business And International Relations, Double Major from Dickinson College.
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Stephen Hoefer is a Investment Associate at Mt. Vernon Investments at Mt Vernon Investments. He possess expertise in financial analysis, microsoft excel, data analysis, public speaking, accounting and 15 more skills. He is proficient in Italian and French. Colleagues describe him as "Having known Stephen for many years through his fine family, and also having hiked with him and his family in the Alps, I know him to be an exceptionally level-headed individual of very high character. Soft-spoken, yet straight-forward, intelligent yet modest, Stephen is someone who you can count on and is a pleasure to be with, and I can pretty much unequivocally recommend him for any professional endeavor he may choose to undertake. As my father would have more succinctly put it, "Stephen is a good egg."
Listed skills include Financial Analysis, Microsoft Excel, Data Analysis, Public Speaking, and 16 others.
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Dallas, Texas, US
Associate on the investment team for a single-family office, responsible for underwriting investments across various asset classes including Private Equity, Venture Capital, Public Equities, and Real Estate. Tasked with creating models for public equity investments within the firm's portfolio. Areas of investment focus include technology, consumer.
Performed in-depth research, analysis, and due diligence at 4 different hedge funds. Made investment recommendations with a different focus at each firm, including technology, oil and gas, gaming/casinos, and RMBS. Conducted field level research for a small cap hedge fund. Assisted in construction of portfolios that generate attractive results under a wide.
Mclean, VA, US
Provided analytical and planning support for multiple commercial and government client facing projects. Tasks included creating templates for total addressable market analysis used by account management teams as part of strategic account planning. This allowed Booz Allen to better understand market share within any government organization and how to target.
Dallas, Texas, US
Lead member of the Implementation Team responsible for installation of comprehensive portfolio management and reporting system that replaced spreadsheet based system. Created new report layouts for new portfolio management system. Analyzed historical investment returns based on length of investment, category of investment, and market sector. Participated.
Dallas, Texas, US
Worked for ten weeks at Mt. Vernon Investments, a single-family office located in Dallas, TX. Projects included creating an Excel spreadsheet with IRR Inception to Date of all investments, with free reign on how to design and present the data. I compared the investments to 3 Indices, listed gain/loss, asset allocation, total contributions, and fund.
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Stephen Hoefer works for Mt Vernon Investments.
Stephen Hoefer is listed as Investment Associate at Mt. Vernon Investments at Mt Vernon Investments.
AeroLeads has found 1 work email signal at @mtvrn.com for Stephen Hoefer at Mt Vernon Investments.
Stephen Hoefer is based in Dallas, Texas, United States while working with Mt Vernon Investments.
Stephen Hoefer has worked for Mt Vernon Investments, Multiple Hedge Funds, Booz Allen Hamilton, and Mt. Vernon Investments.
You can use AeroLeads to view verified contact signals for Stephen Hoefer at Mt Vernon Investments, including work email, phone, and LinkedIn data when available.
Stephen Hoefer holds Bachelor Of Arts - Ba, International Business And International Relations, Double Major from Dickinson College.
Stephen Hoefer is listed with skills including Financial Analysis, Microsoft Excel, Data Analysis, Public Speaking, Accounting, Investments, Analysis, and Teamwork.
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