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Investment researcher, client-focused portfolio manager and economist who provides the asset-management and investment services and economic analyses that attract new clients and strengthen the loyalty of existing clients. Uniquely able to complement bottom-up, security-specific portfolio analysis with top-down macro and thematic perspectives. Proven success working closely with sales teams to introduce new financial products and serve institutional, retail and private clients, particularly during stressed periods. Expert at communicating the philosophy, strategy, performance and outlook for equity, fixed-income, multi-asset and real asset investments. Project and product manager leveraging skills as a researcher, client portfolio manager, economist, team-builder, consultant, educator and communicator. Entrepreneur who built investment, consulting and retail services businesses. Developer of fact-based analyses and recommendations for investment clients and consultants, government officials, business executives, academicians and journalists.Corporate communications staff director adept at writing speeches, testimonies and Annual Reports.Media relations officer tested during national crises. Proficient at gaining placements for clients, responding to queries from reporters, and protecting the interests of my organization. Staff director across business lines who developed community outreach, economic and financial literacy, and regional economics programs.Research economist specializing in monetary and fiscal policy analysis, inflation and regional economics. Consultant to governments, Fortune 500 companies, trade associations, industry groups and labor unions.Adjunct Professor of Economics specializing in macroeconomics and money and banking, as well as industrial organizations, microeconomics and statistics. Winner of many awards for excellence in college teaching, philanthropy, and performance during national crises.Specialties: Providing business and investment solutions to government and business clients and high net worth individuals. Launching investment, consulting and retail services businesses.Performing investment-related research from macro and quant perspectives. Analyzing impacts on markets from economic developments, regulatory changes, and monetary and fiscal policy.Communicating with clients about investments, business solutions and economic developments.Serving as an official spokesperson.
Wealthstream Advisors
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Director Of ResearchWealthstream Advisors Sep 2011 - PresentNew York, NyLead analyst of a research agenda targeted on economic, financial, regulatory, and tax issues affecting high- and moderate net worth clients. [Wealthstream Advisors is a financial planning and private wealth management firm.]• Write financial markets review analyzing factors affecting periodic investment performance.• Exercise thought-leadership by measuring expected consequences of legislative and regulatory changes on retirement, tax and investment plans of high- and moderate-net worth clients. • Review the outlook for the financial markets at periodic investment strategy meetings, and recommend adjustments to clients’ asset allocations.• Compose and distribute alerts to clients, as warranted by news flows, to clarify issues and facilitate better-informed asset allocation decisions.
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Consultant And AdvisorAronson Johnson Ortiz Oct 2011 - Jan 2012Philadelphia, PaResearcher focusing on the best use of micro- and macroeconomic data and analytical tools to strengthen stock selection and portfolio management. • Completed a study to determine the portfolio-design implications of the relationship between investment performance and equity market volatility. • Applied economic concepts and tools to make better-informed sector designations of complex companies and improve the scaling of company profits in factor models.• Presented the case for using macroeconomic analysis as an ex-post, retrospective tool for understanding model-driven investment returns. • Wrote periodic reviews linking macro developments to changes in investment factors and portfolio characteristics.
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Senior Portfolio ManagerAlliance Bernstein Jun 2007 - Feb 2011Senior member of investment team responsible for servicing clients with U.S., global and international equities and multi-asset portfolios • Maintained relationships with ~125-150 clients a year thruout North America. Retained all major clients during the difficult 2009-2010 period• Conducted servicing meetings across distribution channels to review investment philosophy, strategies and performance. • Recommended solutions to investment challenges faced by clients that focused on asset allocation, risk and return expectations, and changes in the level of assets under management. Based on recommendations, a large Texas medical center and a Michigan insurer, among others, increased AUM by over $100 million combined in 2010.Developed and implemented the currency overlays applied to portfolios with global and international equity exposures• Applied fundamental insights to adjust positioning suggested by quant model across 10 major currencies. Overrides added ~25 bps to relative returns during 2010 crisis periods• Improved the risk-return tradeoff on the ~15 different currency treatments managed, resulting in ~200 bps improvement in relative performance in 2010Product manager for the dynamic asset allocation (DAA) service launched in 2010• Provided fundamental perspectives on financial, economic and government policy developments for forecasts of expected returns and risks by asset class• Introduced and wrote monthly reports explaining DAA asset allocation decisions circulated to the firm’s senior-most management internationally. Served as ex-officio member of DAA’s investment policy group • Developed modern new-client prospecting tools. Conducted prospecting meetings with ~15 institutional prospects. Collaborated on development and writing of quarterly capital markets outlook• Beginning in 2010, specialized in analysis of economic and government policy influences on the outlook for the equities, fixed income, currency and commodities markets
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Senior Economist And Media Relations OfficerFederal Reserve Bank Of New York Aug 1990 - May 2007One of three official spokespersons on matters related to NY Fed policies and operations• For New York Fed Presidents, wrote or edited, all or parts of 23 speeches and four Congressional testimonies. Several speeches and testimonies resulted in broad changes in banking law and regulation• Delivered speeches, testimonies and presentations before government officials, business and financial executives, and international central bankers • Served on media relations team interacting directly with journalists from all over the world. Developed the Bank’s crisis communication plans (used for Y2K and 9/11). Appointed Corporate Secretary by the Bank’s Board of Directors, reporting directly to the President and Chairman of the Board• Participated in semi-monthly meetings of the Board to set the discount rate, and weekly meetings of the Bank’s senior-most management committee on operational matters Chaired a task-force charged with determining the appropriate role for the NY Fed in regional economics and community affairs• Based on task-force recommendations, NY Fed established its first permanent Office of Regional and Community Affairs and a team of regional economists• Led team that developed financial and economic education programs recognized widely as the finest in the public sector. Programs were emulated by central banks of South Korea, U.K., New Zealand, Poland and Mexico -
Senior Economist, Director-Regional Economics CenterThe Conference Board Nov 1976 - Jul 1990Introduced, developed and directed a regional economics profit center• Forecasted and analyzed U.S. demographic, consumer market and industrial trends by region. Counseled 7,000 executives in 1,000 companies in 15 countries. Generated more than 5% of Conference Board revenue during 1989-1990• Served as private consultant to 15 Fortune 500 companies, trade and industry associations and governmentsEconometrician who carried out path-breaking research about international influences on U.S. inflation Analyzed developments in financial markets, monetary and fiscal policy, regional economic development, and financial industry reform for publication in periodic reports and white papersAppointed to two bi-partisan national commissions on competitiveness by the President of the United States. Wrote legislative agenda for Congress on economic complementarity with Japanese businessesAppeared frequently on television and radio to discuss economic developments
Steven Malin Skills
Steven Malin Education Details
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Cuny Graduate CenterEconomics -
Economics
Frequently Asked Questions about Steven Malin
What company does Steven Malin work for?
Steven Malin works for Wealthstream Advisors
What is Steven Malin's role at the current company?
Steven Malin's current role is Director of Research at Wealthstream Advisors.
What is Steven Malin's email address?
Steven Malin's email address is st****@****uny.edu
What is Steven Malin's direct phone number?
Steven Malin's direct phone number is +1 212-739*****
What schools did Steven Malin attend?
Steven Malin attended Cuny Graduate Center, Queens College, City University Of New York-Queens College.
What are some of Steven Malin's interests?
Steven Malin has interest in Government Officials, Business Executives.
What skills is Steven Malin known for?
Steven Malin has skills like Portfolio Management, Equities, Asset Allocation, Economics, Capital Markets, Investments, Macroeconomics, Investment Strategies, Currency, Research, Asset Management, Valuation.
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Steven Malin
Investment Strategist, Client Portfolio Manager, Economist - Booster Of Profits Thru Actionable Strategies And ResearchNew York, Ny -
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4kin.umass.edu, udel.edu, virginia.edu, rutgers.edu
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