Steve Soranno

Experience

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  Credit Suisse

  Jan 1998 - Jan 2009

  Vice President

  Deputy department head and senior analyst. Managed global talent development (Career Starter) program. Coordinated cross-sector research projects as well as firm-level, seminal research products. Targeted, acquired and worked with leading global subject matter experts. Focus List Committee-- Covered American Technology sector for the global private bank. Made Buy & Sell calls; maintained valuation models-- Led and multiple thought leadership initiatives; - coordinated efforts across gobal functions-- Communicated extensively throughout the global Credit Suisse network Show less

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  Calvert Investment Management Inc

  Jan 2011 - Jan 2014

  Senior Analyst

  Led the in-house equities research team, including training, mentoring and marketing. Designed and developed a valuation framework that fully integrates environmental, social and governance (ESG) factors with corporate valuations. Extensive conference speaking and expert panel engagements.

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  American University - Kogod School of Business

  Jan 2013 - now

  Adjunct Professor

  Taught accounting on campus until relocating to a different state, then shifted to teaching online courses.Have taught the following classes:* Finance & Accounting* Economics & Corporate Strategy* Investment and Portfolio Management

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  Ameriprise Financial Services, LLC

  Jan 2014 - Apr 2017

  Vice President - Director of Equity Research

  Managed and mentored the equity research team in global investment analysis and communication - including the use of material environmental, social and governance (ESG) in business and valuation assessments. Oversaw product quality, activity scheduling and team productivity. Global Asset Allocation Committee; Structured Products Committee-- Led the effort to create an asset-allocated investment model suite that went from $0 to over $1 billion of assets in a year.

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  Asset Manager and investment advisor

  May 2017 - now

  Director of Equity Research

  Oversee the equity investment process for a registered investment advisory firm with over $4 billion in assets under management. Train, mentor, and coach young talent. Have regular conversations with management teams and utilize a variety of financial modeling tools. Regularly communicate investment strategies and performance to a variety of audiences.• Reinvented the investment process – turned around 10 years of underperformance – equity AUM nearly tripled in five years through 2022.• Lead- portfolio manager on “Managed Equity Growth” and “Managed Equity Dividend” SMA strategies with over $2 billion in assets. Over half the firm’s AUM.• Co-lead Portfolio Manager on the Capital Advisors Growth Fund, starting the end of 2017. o Outperformance: Fund went from one Morningstar star to four by 2022 (3- and 5-year).• Lead portfolio manager Capital Advisors Managed Equity Dividend strategy starting the end of 2017. o Outperformance: Have maintained a competitively high cash flow yield while outperforming peers.• Pioneered and lead the implementation of the firm’s Sustainability/ESG investment strategy.• Routinely present at high-profile events with platform partners and client groups. * Coach and mentor young talentg Show less

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  Jack Welch Management Institute

  Oct 2019 - now

  Senior Associate Professor

  Professor for the Capstone and Economics classes in the Institute’s MBA program.• Faculty Award recipient three consecutive years• Faculty Team of the Year award (Capstone)* Have taught the Capstone and Economics courses