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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