CAMBRIDGE, NY. December 14, 2015. Weatherhelm Capital Management, LLC (“Weatherhelm”) is pleased to announce that Stephen (“Steve”) Lulla has joined the firm as a Principal, bringing with him over 30 years of experience in institutional investment and small business management.
Steve has spent over 15 years working with alternative investment managers, most recently as Managing Director of Arklow Capital, where he served as Chief Financial Officer, Chief Compliance Officer and Senior Research Analyst. Steve earned an M.B.A in Finance from New York University’s Stern School of Business and holds a B.S in Finance from the University of Maryland, College Park.
Clark Kastner, founder of Weatherhelm announced, “I am very excited to work with Steve. He brings a keen understanding of fundamental security analysis and portfolio and risk management. His operational experience is the perfect complement to the current team. Additionally, his knowledge of small business will be of great value to so many of our clients.”
“I am thrilled to be joining Weatherhelm and look forward to serving clients with the high ethical standards and thoughtful, customized investment process that my colleagues have put in place. Weatherhelm’s attention to each client’s situation and tailoring of their portfolios to meet their specific goals is extremely rare in this business. Also, Clark’s unique understanding of fixed-income and derivative hedging strategies for risk management and incremental income really appeal to the ‘investment geek’ in me,” said Lulla.
Steve will be based out of Weatherhelm’s Cambridge, New York, headquarters.
Please reach him at: firstname.lastname@example.org