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Stephen Lerner is listed as Founder and Managing Partner at Woodlot Opportunity Fund LLC at Woodlot Opportunity Fund LLC, based in Park City, Utah, United States. AeroLeads shows a matched LinkedIn profile for Stephen Lerner.
Stephen Lerner previously worked as Founder and Managing Partner at Woodlot Opportunity Fund Llc and Family Office at Lerner Family Office. Stephen Lerner holds Bachelor Of Science - Bs, Computer Engineering from Cornell University.
Stephen Lerner is a Founder and Managing Partner at Woodlot Opportunity Fund LLC at Woodlot Opportunity Fund LLC.
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Park City, Utah, United States
Woodlot Opportunity Fund combines a self-managed hedge fund with a portfolio of externally managed funds in one centrally managed vehicle to build and maintain generational wealth. We use equities, derivatives and non-correlated investments to capture market appreciation while protecting ourselves from pronounced market declines.
Cold Spring Harbor, New York, United States
Managed personal family office. Invested in real estate, hedge funds, direct equity, derivatives, commodities.
New York, New York, United States
• Co-Founded de-novo asset management firm dedicated to structuring innovative financial products in competition with the structured-products desks at traditional Wall Street broker dealers but within a hedge-fund structure.• Participated in the creation of the firm which grew to over 20 professionals managing, at its peak, over $1 billion.• Directed Risk Management activity without ever subscribing to the VaR or other statistic-based methodologies which were widely in use and are now discredited.
New York, New York, United States
• Co-founded Zurich Capital Markets, a wholly owned subsidiary of Zurich Financial Services that grew to encompass over 300 employees in seven offices across the globe.• Responsible for the day-to-day operations and management of the firm• Formed and oversaw the operating structure which included origination, trading, risk management, finance, legal and operations in both regulated and unregulated entities.• Zurich Capital Markets grew to manage over $13 billion in investments and reported cumulative profits in the hundreds of millions.• Created a fund-of-funds (Javelin) that grew to over $1 billion invested
Westport, Connecticut, United States
• Member of Senior Team responsible for creating Santander Financial Products in conjunction with Banco Santander, primary responsibility for Trading and Systems.• Designed, structured and priced financial products to meet clients’ objectives including tax, regulatory, and accounting based derivative transactions.• Coordinated risk management with SFP traders.
Westport, Connecticut, United States
• Designed and Marketed structured financial products targeted to North American insurance companies. Executed 100’s of transactions including innovative option, security, regulatory and tax-based structures.• Member of team responsible for approving all proposals to North American clients before presentation. • Senior trader in North America, managed interest rate, currency, commodity and equity risk.• Asset manager for North American portion of $7 Billion portfolio of reinvested municipal GIC funds.• Designed and programmed majority of valuation portion of AIG-FP’s derivative system.
New York, New York, United States
• Programmed first complete front through back office interest-rate derivatives system.• Trainee in Trading.
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Stephen Lerner works for Woodlot Opportunity Fund LLC.
Stephen Lerner is listed as Founder and Managing Partner at Woodlot Opportunity Fund LLC at Woodlot Opportunity Fund LLC.
Stephen Lerner is based in Park City, Utah, United States while working with Woodlot Opportunity Fund LLC.
Stephen Lerner has worked for Woodlot Opportunity Fund Llc, Lerner Family Office, Xe Capital Management, Zurich Capital Markets, and Sosin & Co Llc.
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Stephen Lerner holds Bachelor Of Science - Bs, Computer Engineering from Cornell University.
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