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Stephen Russell

Investment Banker - Fmr. Navy SEAL

Stephen Russell is an investment professional currently working at Perot Investments, where he is responsible for origination, analysis, negotiation, and structuring of opportunities across all investment strategies.12 Prior to joining Perot in 2022, Stephen worked in the Financial Sponsors and Leveraged Finance group at UBS in New York.1

Stephen has a diverse background, including:

  1. Military service: He served as an officer in the US Navy SEAL Teams for seven years, with several combat deployments around the globe.1

  2. Education: Stephen is a distinguished graduate of the Virginia Military Institute and received his MBA from The Wharton School at the University of Pennsylvania.12

  3. Philanthropy: He is very active with nonprofits that support the SEAL community.1

In his spare time, Stephen enjoys traveling, skiing, hunting, flyfishing, and activities on or near the water.1

Highlights

Feb 3 · rwawealth.com
Our People - RWA Wealth Partners
Stephen Gadze | New York, NY | Morgan Stanley Wealth Management
Jan 1 · advisors.ubs.com
Meet the team - The Wagner Abrams Group - New York, NY | UBS
Jan 1 · uwf.edu
Dr. Stephen Russell | Faculty - University of West Florida

Related Questions

What are Stephen Russell's main responsibilities at Perot Investments?
How did Stephen Russell's experience in the US Navy SEAL Teams influence his career in finance?
What specific investment strategies does Stephen Russell handle at Perot Investments?
How has Stephen Russell's education from Virginia Military Institute and The Wharton School impacted his professional journey?
What philanthropic activities is Stephen Russell involved in, particularly with the SEAL community?
Stephen Russell
Stephen Russell, photo 1
Stephen Russell, photo 2
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Location

Coronado, California, United States