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

Feb 25 · Seeking Alpha

Kendle International Inc. Q4 2008 Earnings Call Transcript - Seeking Alpha

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