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Stephen Shankman

Managing Director at Clearsight Advisors

Stephen Shankman is the Managing Director at Clearsight Advisors, a position he has held since 2023. He is based in New York, New York, and has extensive experience in investment banking and finance.

Professional Experience

  • Clearsight Advisors: Managing Director (2023 - Present)
  • JEGI CLARITY: Vice President to Director (2017 - 2023)
  • Marlin & Associates: Investment Banking (2013 - 2017)
  • UBS: Equity Research Analyst (2010 - 2012)
  • Natixis: Equity Research Associate to Analyst (2004 - 2009)
  • Bernstein Investment Research and Management: Associate Portfolio Manager (2000 - 2002)

Education

  • NYU Stern School of Business: MBA in Finance and Marketing
  • University of Michigan: Bachelor's degree in Psychology and Pre-Med

Certifications

Stephen holds Series 7 and Series 63 licenses, which are essential for professionals in the securities industry.1

Highlights

Aug 11 · Seeking Alpha
PAREXEL International Corp. F4Q09 (Qtr End 06/30/09) Earnings ... - Seeking Alpha
PAREXEL International Corp. F4Q09 (Qtr End 06/30/09) Earnings ... - Seeking Alpha
Feb 25 · Seeking Alpha
Kendle International Inc. Q4 2008 Earnings Call Transcript - Seeking Alpha
Kendle International Inc. Q4 2008 Earnings Call Transcript - Seeking Alpha

Related Questions

What are Stephen Shankman's key achievements at Clearsight Advisors?
How did Stephen Shankman transition from equity research to investment banking?
What is the focus of Clearsight Advisors under Stephen Shankman's leadership?
What are some notable deals Stephen Shankman has worked on at JEGI CLARITY?
How does Stephen Shankman's educational background influence his career in investment banking?
Stephen Shankman
Stephen Shankman, photo 1
Stephen Shankman, photo 2
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Experience

Managing Director at Clearsight Advisors (2023 - Present)
Vice President > Director at JEGI CLARITY (2017 - 2023), Investment Banking at Marlin & Associates (2013 - 2017), Equity Research Analyst at UBS (2010 - 2012), Equity Research Associate > Analyst at Natixis (2004 - 2009), Associate Portfolio Manager at Bernstein Investment Research and Management (2000 - 2002)

Education

Master of Business Administration (MBA) in Finance and Marketing from NYU Stern School of Business, Bachelor's degree in Psychology and Pre-Med from University of Michigan

Location

New York, New York, United States