Skip to content
caisgroup.com

Stephen Carlson

Company: SCS Financial

Position: Managing Director

Stephen Carlson is the Managing Director at SCS Financial Services. He leads the firm’s efforts in building and servicing partnerships with a variety of institutional investors, including wealth management firms, single family offices, and foundations. His focus is to ensure that clients understand the full capabilities of the investment platform and then work to provide efficient ways to pursue their desired objectives. Stephen previously worked as an associate for Goldman Sachs’ AIMS Hedge Fund Strategies team in London, UK where he was a member of the investment team focused on manager due diligence. He earned his BA in Economics and French from Bowdoin College. 

Stephen Carlson