Stephen's investment career is anchored by five years at Morgan Stanley, where he advised on portfolios exceeding $10MM and oversaw the conversion of more than $500MM in assets into advisory mandates. He held a recent position at Moelis & Company, supporting M&A and advisory mandates across Clean Tech and Energy Services. Through the IDEA Center at the University of Notre Dame, he actively advises early-stage ventures on business model validation and capital formation — founders under his mentorship have secured seed-stage funding and entered discussions with corporate venture capital.
He is a Kenneth R. Meyer Fellow (merit-based full tuition scholarship), having recently obtained his MBA at the University of Notre Dame's Mendoza College of Business — one of the country's top Catholic business programs with a strong finance and ethics tradition. Alongside his MBA, he is the Head of Business Development at The IDEA Center, the university's commercialization and startup incubator.
Stephen's CFA, earned in August 2024, provides academic rigor for the team's diligence process. Combined with his ILPA 2026 reporting compliance expertise (one of the first fund operators to implement the new mandatory templates), he safeguards MSIFS' institutional focus by viewing all investments through a risk-mitigation lens. FINRA record: squeaky clean — view BrokerCheck record →.
| 2026–Present | Managing Partner — Finance · MSIFS GP, LLC. Financial structuring, LP reporting, compliance, fundraising. |
|---|---|
| 2024–2026 | MBA, Kenneth R. Meyer Fellow · Notre Dame — Mendoza College of Business. Merit-based full-tuition fellowship; Class of 2026. |
| 2024–Present | Head of Business Development · The IDEA Center at Notre Dame — commercialization & startup incubator. |
| Past | Clean Tech and Renewable Energy Investment Banking · Moelis & Company. M&A and advisory mandates across clean tech and energy services. |
| Past | Corporate Equity Solutions, Annuities & Insurance · Morgan Stanley. |