Strategy Forum Presentation
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Thursday, October 4, 2007 Scaldoni's Restaurant Lunch will be provided. |
Thursday, October 4, 2007 University Park Hotel Dinner will be provided. |
Reservations are required as space is limited.
Stephen P. Wood, Ph.D.
SENIOR PORTFOLIO STRATEGIST
RUSSELL INVESTMENT GROUP
B.A., History/International Relations/Political Science, University of Wisconsin-Madison, 1988
M.A., Comparative Politics, Iowa State University, 1990
M.A.I.P.E., International Political Economy, Claremont Graduate University, 1995
Ph.D., Political Science (International Political Economy), Claremont Graduate University 1997
Licensed Registered Representative, NASD Series 6, 63 and 65
Stephen Wood is senior portfolio strategist for Russell Investment Group where he conducts research on and acts as an external voice on the economy, capital markets, portfolio strategies as well as investor behavior. Steve also works with institutional clients and retail partners to communicate Russell's investment process and portfolio management. He is a frequent guest on CNBC, Bloomberg TV and PBS and is quoted often in national publications such as the Wall Street Journal and International Herald Tribune, as well as major daily newspapers. He is based in New York City and joined Russell in 2005.
Prior to joining Russell, Steve worked with institutional investment clients at Manning & Napier Advisors in Rochester, New York, as senior portfolio strategist. He gained significant experience with high net worth clients as vice president with Fisher Investments' private client group in San Francisco.
Previously, Steve was a senior equity portfolio strategist at Alliance-Bernstein in New York City. Representing the firm globally, he was a much sought-after spokesperson for both retail clients and financial professionals and was Alliance's voice on the economy, capital markets, securities research and portfolio management.
Steve began his career as a senior research associate and economist for the Milken Institute at the Milken Family Foundations. Before entering the financial services industry, he had extensive academic experience and was a professor in California in the 1990s. Steve's doctoral and academic work focused on the impact of institutional structures on decision making and how they influence behavioral outcomes.
Steve speaks fluent Spanish and has worked in Latin America and with Latin clients.