AeroLeads people directory · profile
Stephen Ranieri, Cfa, Caia Email & Phone Number
Director of Investments
at
The Roth Financial Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Investments
Location
West Hartford, Connecticut, United States
Company size
Who is Stephen Ranieri, Cfa, Caia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Ranieri, Cfa, Caia is listed as Director of Investments at The Roth Financial Group, a company with 29 employees, based in West Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Stephen Ranieri, Cfa, Caia.
Stephen Ranieri, Cfa, Caia previously worked as Associate Product Manager at Virtus Investment Partners and Product Analyst at Virtus Investment Partners. Stephen Ranieri, Cfa, Caia holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Miami - School Of Business.
Company email context
Email format at The Roth Financial Group
This section adds company-level context without repeating Stephen Ranieri, Cfa, Caia's masked contact details.
The Roth Financial Group
Review company-level records connected to Stephen Ranieri, Cfa, Caia before choosing the right outreach path.
Profile bio
About Stephen Ranieri, Cfa, Caia
Stephen Ranieri, Cfa, Caia is a Director of Investments at The Roth Financial Group. Colleagues describe him as "Stephen is one of those rare people that I could sit down with hours and debate a variety of subjects from finance to sports to pop culture and everything in between. His ability to connect smaller thoughts, with much larger, sophisticated ideas is second to none. Also, his public speaking ability is astounding. I hope Stephen stays in pursuit of his dream of making a TV series and influencing millions. Easily one of the brightest futures of anyone I have met here at Miami."
Current workplace
Stephen Ranieri, Cfa, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
The Roth Financial Group
11 roles
Stephen Ranieri, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Associate Product Manager
Current
Dec 2020 - Present
Product Analyst
May 2017 - Dec 2020
Screenwriter
Current
Self-Employed
May 2016 - Present
Product Coordinator
Responsible for data analytics as part of the Product Management & Development group for a $90 billion asset management firm.Developed a robust competence with Morningstar Direct and utilized this facility to engineer charts and diagrams revealing the benefits of Virtus’ quality/value investment approach.Assisted in the development of monthly and quarterly.
Sep 2015 - May 2016
Investment Analyst
Everglade is an investment firm whose sole purpose is to acquire and operate a single small business. Completed several DCF's on small Florida businesses in an effort to come up with a buy offer for potential target companies. Also tasked with networking with business brokers on behalf of Everglade's principal in order to secure a strong candidate for.
Jan 2015 - May 2015
Video Director
Responsible for writing, casting and directing marketing video material for the start-up initiative.
Aug 2013 - May 2015
Aug 2011 - May 2015
Portfolio Analyst
Recently completed drafting the Tamid Investment Fund's Investment Policy Statement.Will now commence work on a competitive virtual fund that focuses on investments in the Blue Star Index.
Aug 2013 - Dec 2014
Criminal Justice Intern
Connecticut Office Of Policy And Management
Provided the Criminal Justice division with an in depth graphical analysis of past and current prison populations in order to project future incarceration rates as part of a cost analysis.Edited a series of grants for various Connecticut non-profit agencies, while becoming familiarized with state Government grant work.
May 2014 - Aug 2014
Financial Representative
Establishing connections and helping people secure their future.
Jun 2013 - Dec 2013
2 education records
Stephen Ranieri, Cfa, Caia education
Bachelor Of Business Administration (B.B.A.), Finance, General
University Of Miami - School Of Business
Education record
FAQ
Frequently asked questions about Stephen Ranieri, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Stephen Ranieri, Cfa, Caia work for?
Stephen Ranieri, Cfa, Caia works for The Roth Financial Group.
What is Stephen Ranieri, Cfa, Caia's role at The Roth Financial Group?
Stephen Ranieri, Cfa, Caia is listed as Director of Investments at The Roth Financial Group.
Where is Stephen Ranieri, Cfa, Caia based?
Stephen Ranieri, Cfa, Caia is based in West Hartford, Connecticut, United States while working with The Roth Financial Group.
What companies has Stephen Ranieri, Cfa, Caia worked for?
Stephen Ranieri, Cfa, Caia has worked for The Roth Financial Group, Virtus Investment Partners, Self-Employed, Everglade Management Partners, and One Healthy Community.
How can I contact Stephen Ranieri, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Stephen Ranieri, Cfa, Caia at The Roth Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Stephen Ranieri, Cfa, Caia attend?
Stephen Ranieri, Cfa, Caia holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Miami - 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