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    Steven Coulis

    Co-Founder & CEO at Pillar

    Professional Background

    Steven Coulis is a highly accomplished finance professional with extensive experience in investment management, trading, and entrepreneurship. His extensive career journey reflects his unwavering dedication to excellence and innovation in the finance sector. Currently, he serves as a Registered Representative of Finalis Securities LLC, a member of FINRA/SIPC, where he utilizes his vast knowledge and skills to guide clients through their investment journeys.

    Prior to his current role, Steven served in several prominent positions that demonstrate his versatile skill set within the finance industry. He was the Co-Founder and Chief Executive Officer of Pillar Markets, where he played a pivotal role in creating a platform that empowers individuals and businesses in their financial decision-making processes. His entrepreneurial spirit has been a constant throughout his career, marked by a firm commitment to fostering growth and leading teams towards achieving strategic objectives.

    In addition to his tenure at Pillar Markets, Steven has also been an investment partner at Patio Ventures, where he contributed to identifying and managing promising investment opportunities. His influence was also felt as the President of LEX, where his leadership skills were instrumental in driving organizational success. Steven held various key positions, including that of Chief Investment Officer at EquiFi, where he was responsible for overseeing investment strategies and managing substantial portfolios.

    These roles exemplify his diverse experience that spans across different facets of finance, including macro trading and equity research. Steven's background as a Senior Emerging Markets Macro Trader at Pharo Management and as a Forex Options Portfolio Manager at IDB Bank showcases his analytical prowess and ability to navigate the complexities of global markets. His foundational experience at Lehman Brothers, where he worked as an FX Options Trader and an Equity Research Summer Analyst in the Major Pharmaceuticals Group, equipped him with valuable insights into market dynamics and investment strategy implementation.

    Additionally, Steven gained international experience during his Summer Internship at Beijing Changsheng Medical Technology, where he was exposed to the intricacies of financial management within the healthcare sector, further broadening his professional horizon.

    Education and Achievements

    Steven is a proud alumnus of the Indiana University Kelley School of Business, where he earned his Bachelor’s Degree in Finance and Legal Studies. This rigorous academic foundation not only provided him with comprehensive knowledge in finance but also equipped him with essential legal insights pertinent to the financial industry.

    His commitment to education extended beyond traditional studies as he participated in the Semester At Sea program, which allowed him to explore global cultures and develop a broader worldview, enhancing his ability to understand and operate in diverse markets. This unique educational experience has enriched his professional journey, making him well-rounded in his approach to finance and investment.

    Throughout his career, Steven has amassed significant achievements that reflect his expertise in the finance sector. From establishing and managing successful ventures to making strategic investment decisions that yield high returns, his track record is a testament to his ability to navigate the complexities of the finance world. As a leader and innovator, Steven has continuously sought to influence positive change within the organizations he has been a part of, making lasting impacts that continue to shape the financial landscape.

    Notable Achievements

    • Co-Founder & CEO at Pillar Markets: Successfully developed and led a financial services platform focused on empowering clients through informed decision-making.
    • President at LEX: Demonstrated exceptional leadership qualities, significantly contributing to organizational growth and team development.
    • Chief Investment Officer at EquiFi: Oversaw comprehensive investment strategies, managing portfolios that optimized client returns based on market insights.
    • Senior EM Macro Trader at Pharo Management: Leveraged macroeconomic analysis to make informed trading decisions, contributing to the firm's overall success.
    • FX Options Portfolio Manager at IDB Bank: Managed complex foreign exchange options, delivering value and performance consistently in a competitive market.
    • Experience at Lehman Brothers: Athletic foundation in equity research and FX options trading honed skills essential for success in the finance industry.
    • International Experience: Internship at Beijing Changsheng Medical Technology provided a unique perspective on global finance and healthcare industries, enriching his professional profile.

    Together, these achievements and experiences paint a picture of Steven Coulis as a dynamic and innovative leader in the finance sector, with a clear vision for leveraging his skills to drive growth and excellence in every venture he undertakes.

    Related Questions

    How did Steven Coulis apply his experiences from his Bachelor’s Degree in Finance and Legal Studies to his various roles in investment management?
    What insights has Steven Coulis gained from his international experience during the Semester At Sea program, and how have they influenced his professional decision-making?
    In what ways did Steven Coulis's leadership at Pillar Markets impact the financial services landscape?
    How does Steven Coulis leverage his extensive background in trading to provide value as a Registered Representative at Finalis Securities LLC?
    What were the key factors that drove Steven Coulis's success as Chief Investment Officer at EquiFi?
    Steven Coulis
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    Location

    New York, New York, United States