Steven Halverson, Cfa

Steven Halverson, Cfa Email and Phone Number

CIO at Private Capital Management, Inc. @ PCM Companies, LLC
Steven Halverson, Cfa's Location
Minneapolis, Minnesota, United States, United States
Steven Halverson, Cfa's Contact Details
About Steven Halverson, Cfa

Steven Halverson, Cfa is a CIO at Private Capital Management, Inc. at PCM Companies, LLC. He possess expertise in microsoft office, customer service, investment research, financial analysis, powerpoint and 7 more skills. Colleagues describe him as "After knowing someone for 3 years in a college setting it is fair to say that you get the rare opportunity to see someone at both a professional and personal level. Through getting to know Steve I was able to see the essence of "value" and truly appreciate the idea that you are as good as the company you keep. His approachable nature coupled with his sharp minded individuality would make him a great asset at any organization and represents someone that I would recommend in any venture."

Steven Halverson, Cfa's Current Company Details
PCM Companies, LLC

Pcm Companies, Llc

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CIO at Private Capital Management, Inc.
Steven Halverson, Cfa Work Experience Details
  • Private Capital Management, Inc.
    Chief Investment Officer
    Private Capital Management, Inc. Jun 2020 - Present
    Greater Minneapolis-St. Paul Area
  • Pcm Companies, Llc
    Partner
    Pcm Companies, Llc Feb 2013 - Present
    Minneapolis, Minnesota, United States
    Founded in 1998, PCM Companies is a Minneapolis based private investment firm focused on investing in businesses that make up the backbone of our economy. We are not a private equity fund; we are patient investors focused on partnering with founders and management teams to continue building and growing exceptional businesses. Our flexible investment horizons are determined by the underlying businesses we partner with, not the lifecycle of an investment fund.
  • Wilary Winn Llc
    Financial Analyst
    Wilary Winn Llc May 2011 - Feb 2013
    • Valued over 60 Trust Preferred Collateralized Debt Obligations (TRUP CDOs) with over $32 billion of collateral on a quarterly basis using discounted cash flow analysis.• Performed a detailed fundamental analysis on nearly 2,000 banks and insurance companies that are issuers in the underlying collateral pools of each TRUP CDO.• Performed ad hoc stress tests and created detailed investment reports for the board of directors and executive level management teams describing the valuation… Show more • Valued over 60 Trust Preferred Collateralized Debt Obligations (TRUP CDOs) with over $32 billion of collateral on a quarterly basis using discounted cash flow analysis.• Performed a detailed fundamental analysis on nearly 2,000 banks and insurance companies that are issuers in the underlying collateral pools of each TRUP CDO.• Performed ad hoc stress tests and created detailed investment reports for the board of directors and executive level management teams describing the valuation process and key risk factors for the clients’ TRUP CDO portfolios.• Used state of the art technology including Intex, SNL Financial, and Bloomberg.• Valued Credit Unions’ loan portfolios and deposits for mergers as well as fair value reporting requirements using a proprietary discounted cash flow analysis. Valued Credit Unions ranging from $10 million to over $4 billion in assets nation wide. Show less

Steven Halverson, Cfa Skills

Microsoft Office Customer Service Investment Research Financial Analysis Powerpoint Forecasting Microsoft Word Budgets Finance Analysis Mergers And Acquisitions Portfolio Management

Steven Halverson, Cfa Education Details

Frequently Asked Questions about Steven Halverson, Cfa

What company does Steven Halverson, Cfa work for?

Steven Halverson, Cfa works for Pcm Companies, Llc

What is Steven Halverson, Cfa's role at the current company?

Steven Halverson, Cfa's current role is CIO at Private Capital Management, Inc..

What is Steven Halverson, Cfa's email address?

Steven Halverson, Cfa's email address is sh****@****gmt.com

What schools did Steven Halverson, Cfa attend?

Steven Halverson, Cfa attended University Of Minnesota - Carlson School Of Management, University Of Wisconsin-La Crosse.

What skills is Steven Halverson, Cfa known for?

Steven Halverson, Cfa has skills like Microsoft Office, Customer Service, Investment Research, Financial Analysis, Powerpoint, Forecasting, Microsoft Word, Budgets, Finance, Analysis, Mergers And Acquisitions, Portfolio Management.

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