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Steven Carlson Email & Phone Number
Chief Executive Officer
at
Marco Polo Securities Inc.
1 work email found
@mpsecurities.com
7 phones found area 212, 347, 914, and 717
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
New York, United States
Company size
Who is Steven Carlson? Overview
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Quick answer
Steven Carlson is listed as Chief Executive Officer at Marco Polo Securities Inc., a with 7 employees, based in New York, United States. AeroLeads shows a work email signal at mpsecurities.com, phone signal with area code 212, 347, 914, 717, and a matched LinkedIn profile for Steven Carlson.
Steven Carlson previously worked as Co-Founder at Marco Polo Exchange and Managing Partner at Pi Capital International Llc. Steven Carlson holds Mpp, Business And Government from Harvard Kennedy School.
Company email context
Email format at Marco Polo Securities Inc.
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{first_initial}{last}@mpsecurities.com
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AeroLeads found 1 current-domain work email signal for Steven Carlson. Compare company email patterns before reaching out.
Profile bio
About Steven Carlson
As a seasoned financial services professional with global experience, I have had the privilege of serving on the board of financial services companies and leading advisory businesses. My expertise spans investment banking, asset management, risk management, structured finance/derivatives, sales, and research. I have held senior leadership positions at Lehman Brothers, where I was the global head of Emerging Markets for debt trading, sales, derivatives, capital markets, and research departments. I also served as the head of the Institutional Client Group for fixed income sales and product management. As a trader and risk manager, I headed the trading desk for mortgage-backed securities (MBS) derivatives and whole loan trading, including WL CMO and fixed-rate whole loan structuring, origination, and trading. Additionally, I was the Director of Mortgage-backed securities research at Lehman Brothers.My specialties include investment banking, asset management, risk management, structured finance/derivatives, sales, and research. I am also well-versed in US regulation, including securities laws such as Rule 15a6, and have experience with broker-dealers, brokers, and compliance. I am particularly interested in the intersection of finance and technology and am well-versed in fintech, regtech, insuretech, and market structure. As a SPAC sponsor, I am familiar with SEC and FINRA regulations and have experience chaperoning companies through the process.#investmentbanking #marketstructure #fintech #regtech #interpriseAI #USregulation #Rule15a6 #brokerdealers #compliance #spac #insuretech
Listed skills include Capital Markets, Investment Banking, Investments, Fixed Income, and 17 others.
Current workplace
Steven Carlson's current company
Company context helps verify the profile and gives searchers a useful next step.
Marco Polo Securities Inc.
12 roles
Steven Carlson work experience
A career timeline built from the work history available for this profile.
Co-Founder
Current
Apr 2020 - Present
Chief Executive Officer
CurrentMarco Polo Securities is a US broker-dealer offering cross-border regulatory and distribution solutions to a robust network of local securities firms across the globe. Through our platform, we deliver technology solutions to bridge cross border divides in accessing the widest range of local market financial products.
Jun 2017 - Present
Managing Partner
CurrentPi Capital International LLC is an investment banking and advisory firm headquartered in New York City with a presence in Seoul, South Korea. Pi works with companies with a competitive edge that will cause significant change in their sector: clients with a unique vision, technology or business process. Pi identifies investors, acquisition opportunities and merger partners, for midsized companies worldwide. Securities offered through Marco Polo Securities Inc., member FINRA, SIPC.
Jan 2016 - Present
Chairman
CurrentRoadzen is transforming global Insurance for mobility using AI. Our products in Auto, Commercial Fleet, Travel and Mobile Insurance allow our customers seamless digital experiences while protecting them when they need it the most.
Sep 2023 - Present
Member Board Of Directors
CurrentSouth Street Securities, along with its affiliates South Street Securities Holdings and Matrix Applications, offers a suite of products and services in support of fixed income trading and securities lending. South Street Securities works with its clients to help them decide which blend fits their needs, whether it is a trading, settlement, and clearance system or a fully outsourced fixed income desk and operations.
Sep 2005 - Present
Co Chairman
Current
Magellan Global Inc
Financial Services Holding Company
Jan 2016 - Present
Member Board Of Directors
Quantum FinTech Acquisition Corporation (“QFTA”) is a blank check company incorporated as a Delaware corporation for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. While QFTA may pursue an initial business combination in any region or sector, we intend to focus our efforts on identifying high-growth financial services and FinTech businesses.The management team maintains industry-leading relationships across the FinTech landscape and is capable of identifying, analyzing, and determining business quality and the sustainable competitive advantages of a target company.
Feb 2021 - Feb 2024
President Intl Fcstone Financial Inc.
Sep 2010 - Mar 2016
Ceo
Provident Group
Provident Group is a New York-based boutique investment bank.
Dec 1998 - Sep 2010
Managing Director
Global Head of Emerging Markets Fixed Income and Derivatives Head of Whole Loan Mortgage/CMO-Backed Securities DeskCo-Head of the Mortgage (MBS) DerivativesDirector of MBS/ABS Research and Quantitative ModelingHead of Institutional Sales Fixed Income (ICG) and Private Client Fixed Income
Jan 1986 - Jul 1998
Senior Financial Analyst
Senior Financial analyst for CFO, portfolio analytics, pricing, capital markets
Aug 1984 - Jan 1986
2 education records
Steven Carlson education
Mpp, Business And Government
Harvard Kennedy School
Ba, Econ
University Of Maryland
FAQ
Frequently asked questions about Steven Carlson
Quick answers generated from the profile data available on this page.
What company does Steven Carlson work for?
Steven Carlson works for Marco Polo Securities Inc..
What is Steven Carlson's role at Marco Polo Securities Inc.?
Steven Carlson is listed as Chief Executive Officer at Marco Polo Securities Inc..
What is Steven Carlson's email address?
AeroLeads has found 1 work email signal at @mpsecurities.com for Steven Carlson at Marco Polo Securities Inc..
What is Steven Carlson's phone number?
AeroLeads has found 7 phone signal(s) with area code 212, 347, 914, 717 for Steven Carlson at Marco Polo Securities Inc..
Where is Steven Carlson based?
Steven Carlson is based in New York, United States while working with Marco Polo Securities Inc..
What companies has Steven Carlson worked for?
Steven Carlson has worked for Marco Polo Securities Inc., Marco Polo Exchange, Pi Capital International Llc, Roadzen, and South Street Securities Holdings Inc..
Who are Steven Carlson's colleagues at Marco Polo Securities Inc.?
Steven Carlson's colleagues at Marco Polo Securities Inc. include David Sohnen.
How can I contact Steven Carlson?
You can use AeroLeads to view verified contact signals for Steven Carlson at Marco Polo Securities Inc., including work email, phone, and LinkedIn data when available.
What schools did Steven Carlson attend?
Steven Carlson holds Mpp, Business And Government from Harvard Kennedy School.
What skills is Steven Carlson known for?
Steven Carlson is listed with skills including Capital Markets, Investment Banking, Investments, Fixed Income, Derivatives, Emerging Markets, Structured Finance, and Portfolio Management.
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