Team

David Stephan, CFA

Associate

919-636-3765 Connect on LinkedIn

Providing research, analysis and trading expertise, Mr. Stephan is a member of the Hamilton Point Investment Committee and a portfolio manager.  He also assists the firm in reporting, operations and technology implementations.

Mr. Stephan volunteers as Co-Treasurer of OCASL Foundation Board.


Education
  • Duquesne University
    BS Business Administration