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Steve W.


  • 2000 Rotterdam School of Management, Rotterdam, the Netherlands  

Master of Business Administration

Finance - Exchange: Asian Institute of Management, Manila, Philippines

  • 1997 - (Part-time) Northeastern University, Boston, Massachusetts

Master of Science in Electrical Engineering

  • 1992 University of Massachusetts, Amherst, Massachusetts
  • Bachelor of Science in Electrical Engineering (Honor Society Member)


Professional Electrical Engineering License (1998)

ETAP, AutoCAD, C++, Visual Basic, MatLAB, SQL and various other programming/software

Chartered Financial Analyst



10/12-present SENIOR ELECTRICAL ENGINEER, Sigma Energy Solutions (Alstom), Melville, New York

4/00-12/00 SENIOR ELECTRICAL ENGINEER, Stowe Engineering, Norwell, Massachusetts

4/98-8/98 ELECTRICAL ENGINEER, Sargent and Lundy Engineering, Chicago, Illinois

4/97-4/98 ELECTRICAL ENGINEER, FPS Engineering (Arcadis), Greensboro, North Carolina

2/93-4/97 ELECTRICAL ENGINEER, Stone and Webster Engineering (Chicago Bridge and Iron), Boston, Massachusetts

  • Led teams of engineers in the design of electrical systems for biomass, fossil and nuclear power plants and water/wastewater, industrial and commercial facilities.
  • As Lead Engineer at Sigma, completed projects on time and within 60% of budgeted man-hours.
  • Wrote calculations for load flow, short circuit, coordination studies, arc flash, equipment sizing, control schematics, PLCs, lighting, fire alarm, SCADA, communications and controls.
  • Created drawings and specifications for high/medium/low voltage systems, emergency generators, uninterruptible power supplies, instrumentation/control systems, communication systems, lighting, and fire alarm.
  • Developed and maintained strong client relationships.


11/11-4/12 SENIOR EQUITY RESEARCH ANALYST, Euro Pacific Capital, Westport, Connecticut

12/10-11/11 SENIOR EQUITY RESEARCH ANALYST, Capstone Investments, New York, New York

8/06-6/10 SENIOR EQUITY ANALYST, Tokio Marine Asset Management, New York, New York

3/04-1/06 EQUITY ANALYST, Paradigm Capital Management, Albany, New York

5/02-10/03 ASSOCIATE EQUITY ANALYST, Prudential Securities, New York, New York

1/01-4/02 JUNIOR EQUITY ANALYST, Fidelity Investments, Boston, Massachusetts

  • Developed investment franchise within my sector coverage for numerous industries.
  • Wrote FirstCall research notes and consulted clients on my investment theses, describing their risk/reward characteristics.
  • Built and maintained financial model of companies and economic industry models.
  • Developed strong relationships with company management and clients.
  • Developed Visual Basic and C++ multifactor quantitative models with principal component analysis to identify investment opportunities.
  • Responsible for a $150m portfolio.
  • Presented recommendations to portfolio manager and investment committee.
  • Recommendations outperformed benchmark by 400bps annualized.